Tasks

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

View
ListBoardCalendar
Group by
Project
NoneDue dateClientProjectDepartmentAssigneeStatus
Sort
Due date
Due dateClientAssigneeTask
Department
All departments
All departmentsTaxAuditCAS
Status
complete
All statusesopencomplete
Assignee
Dana Park
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
All clients
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
Project
All projects
All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures

4 tasks · 0 open · 4 complete

FiltersStatus: completeAssignee: Dana Park
TaskClient · projectDepartmentDueAssigneeStatusAction
Beckett Family Foundation · FY2025 foundation audit1 item
Prior-year file and board minutesOpen projectBeckett Family FoundationFY2025 foundation auditAudit18 Mar 2026Dana Parkcomplete
Brighton Dental Partners · FY2025 401(k) plan audit2 items
Acceptance and continuanceOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit19 Mar 2026Dana Parkcomplete
Independence confirmationOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Mar 2026Dana Parkcomplete
Trellis Academy · FY2025 school audit1 item
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete