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

Status

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

All clients

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

Project

Trellis Academy · FY2025 school audit

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 Project: Trellis Academy · FY2025 school audit

Task	Client · project	Department	Due	Assignee	Status	Action
open2 items
Time-and-effort certificationsOpen project	Trellis AcademyFY2025 school audit	Audit	10 Apr 2026	Dana Park	open
Schedule of expenditures of federal awardsOpen project	Trellis AcademyFY2025 school audit	Audit	22 Apr 2026	Dana Park	open
complete1 item
Uniform Guidance risk assessmentOpen project	Trellis AcademyFY2025 school audit	Audit	20 Feb 2026	Dana Park	complete