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

22 tasks · 21 open · 1 complete

FiltersAssignee: Owen Castille

Overdue

1

Later · April 2026

1

Tomorrow · Friday 10 April

1

Next week · from Monday 13 April

5
Close the books

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·19 Apr 2026·Owen Castille·open

Later · May 2026

8
Manager Overview

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Owen Castille·open

Technology Support

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Owen Castille·open

Close the books

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·20 May 2026·Owen Castille·open

Later · June 2026

3
Manager Overview

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Owen Castille·open

Technology Support

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Owen Castille·open

Later · July 2026

1
Audit Liason

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 Jul 2026·Owen Castille·open

No due date yet

2