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Dana Park · Thursday 9 April. The same lists as Projects, Tasks and Time, with the filters set to you. Every action here is the action on the list page.

Your week · 6 Apr – 10 Apr

15.0 h of 32.0 h · 17.0 h shortSee my time

Mon 6 Apr

4.0

Tue 7 Apr

6.0

Wed 8 Apr

5.0

Thu 9 Apr

0.0

Fri 10 Apr

—

15.0 h billable · 0.0 h non-billable. An entry that waits for its hours counts nowhere.

Phases you hold

Each of these phases is in your name. Complete closes the phase and transfers the project to the next holder.

Client · ProjectPhaseDueHours leftAction
Trellis AcademyFY2025 school auditFieldworknext: Wrap-up · Priya ShahForm 990 · due 15 May 202628.0 h

Trellis Academy

Transfer FY2025 school audit to Priya Shah?

Priya Shah holds Wrap-up from today, and it lands on their day.

One entry is proposed for you on today at your own role, with the hours blank. You can change the role it is coded to or discard it before you confirm.

Wexford Diocese SchoolsFY2025 agreed-upon proceduresReport draftingnext: Detail review · Avery MorganAUP report to the diocese · due 15 Jun 202613.0 h

Wexford Diocese Schools

Transfer FY2025 agreed-upon procedures to Avery Morgan?

Avery Morgan holds Detail review from today, and it lands on their day.

One entry is proposed for you on today at your own role, with the hours blank. You can change the role it is coded to or discard it before you confirm.

Your projects

Every engagement you are a participant on, with the phase it sits on now. Add time codes an hour straight to it.

Client · ProjectPhaseNext dueHours leftAction
Brighton Dental PartnersFY2025 401(k) plan auditFieldworkPriya Shah · 2 of 5Form 5500 · due 31 Jul 202612.0 h
Trellis AcademyFY2025 school auditFieldworkDana Park · 2 of 5Form 990 · due 15 May 202628.0 h
Wexford Diocese SchoolsFY2025 agreed-upon proceduresReport draftingDana Park · 3 of 5AUP report to the diocese · due 15 Jun 202613.0 h
Beckett Family FoundationFY2025 foundation auditFieldworkJonah Reyes · 2 of 5Form 990-PF · due 15 May 202626.0 h

Tasks you own

Done completes the task and proposes today's entry. It is the action of the Tasks list.

TaskClient · ProjectDueAction
Subsequent events reviewBrighton Dental PartnersFY2025 401(k) plan audit20 Apr 2026
Management representation letterBrighton Dental PartnersFY2025 401(k) plan audit22 Apr 2026
Time-and-effort certificationsTrellis AcademyFY2025 school audit10 Apr 2026
Schedule of expenditures of federal awardsTrellis AcademyFY2025 school audit22 Apr 2026
Draft the procedures and findingsWexford Diocese SchoolsFY2025 agreed-upon procedures10 Apr 2026
Agree the findings with the school officesWexford Diocese SchoolsFY2025 agreed-upon procedures15 Apr 2026
Minimum distribution requirementBeckett Family FoundationFY2025 foundation audit9 Apr 2026
Board communication draftBeckett Family FoundationFY2025 foundation audit22 Apr 2026