Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

View

List Board Calendar

Group by

Client

None Due date Client Project Department Assignee Status

Sort

Due date

Due date Client Assignee Task

Department

All departments

All departments Tax Audit CAS

Status

All statuses

All statuses open complete

Assignee

Dana Park

Client

Beckett Family Foundation

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

Project

All projects

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

3 tasks · 2 open · 1 complete

FiltersAssignee: Dana Park Client: Beckett Family Foundation

Task	Client · project	Department	Due	Assignee	Status	Action
Beckett Family Foundation3 items
Prior-year file and board minutesOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	18 Mar 2026	Dana Park	complete
Minimum distribution requirementOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	9 Apr 2026	Dana Park	open
Board communication draftOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	22 Apr 2026	Dana Park	open