Tasks

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

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Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures

8 tasks · 6 open · 2 complete

FiltersAssignee: Dana ParkClient: Harbor Light Community Services
TaskClient · projectDepartmentDueAssigneeStatusAction
Harbor Light Community Services8 items
Planning MeetingOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit30 Mar 2026Dana Parkcomplete
Planning/Risk AssessmentOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit2 Apr 2026Dana Parkcomplete
In-Charge/Tech ReviewOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after Senior confirms fieldwork completeDana Parkopen
Detail ReviewOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after In-Charge/Tech ReviewDana Parkopen
Clear Review NotesOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after In-Charge/Tech ReviewDana Parkopen
Send Draft MRL to ClientOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after In-Charge/Tech ReviewDana Parkopen
Receive Signed MRLOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAuditNo due dateDana Parkopen
Sr. Manager Confirmation of Binder FinalizationOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit45 days after Deliver ReportDana Parkopen