| Corporate card essentials | Alex Morgan | Completed | View submission | — | 18m | Sep 18 | Sep 25 | ATAlex Taylor | 4/4 |
| Corporate card essentials | Sarah Chen | Ready for Review | View submission | — | 16m | Sep 18 | Sep 25 | ATAlex Taylor | 3/4 |
| Corporate card essentials | Jamie Park | In-progress | — | — | 12m | Sep 18 | Sep 25 | ATAlex Taylor | — |
| New rep onboarding | Taylor Reed | In-progress | — | — | 24m | Sep 19 | Sep 28 | ATAlex Taylor | — |
| New rep onboarding | Jordan Lee | Not started | — | — | — | Sep 19 | Sep 28 | ATAlex Taylor | — |
| Customer conversations | Sam Rivera | Completed | View submission | — | 21m | Sep 16 | Sep 23 | ATAlex Taylor | 5/5 |
| Customer conversations | Casey Brooks | Ready for Review | View submission | — | 19m | Sep 16 | Sep 23 | ATAlex Taylor | 4/5 |
| Product fundamentals | Morgan Ellis | Completed | View submission | — | 32m | Sep 15 | Sep 22 | ATAlex Taylor | 6/6 |
| Product fundamentals | Riley Adams | In-progress | — | — | 14m | Sep 18 | Sep 25 | ATAlex Taylor | — |