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 BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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Trellis Academy
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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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

9 tasks · 7 open · 2 complete

FiltersClient: Trellis Academy
TaskClient · projectDepartmentDueAssigneeStatusAction
Overdue3 items
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete
Major program determinationOpen projectTrellis AcademyFY2025 school auditAudit25 Feb 2026Avery Morgancomplete
Federal award testing · Title IOpen projectTrellis AcademyFY2025 school auditAudit8 Apr 2026Jonah Reyesopen
Later · April 20261 item
Schedule of expenditures of federal awardsOpen projectTrellis AcademyFY2025 school auditAudit22 Apr 2026Dana Parkopen
Today · Thursday 9 April1 item
Enrolment and attendance recordsOpen projectTrellis AcademyFY2025 school auditAudit9 Apr 2026Milo Renardopen
Tomorrow · Friday 10 April1 item
Time-and-effort certificationsOpen projectTrellis AcademyFY2025 school auditAudit10 Apr 2026Dana Parkopen
Next week · from Monday 13 April2 items
Cash and investmentsOpen projectTrellis AcademyFY2025 school auditAudit13 Apr 2026Priya Shahopen
State grant complianceOpen projectTrellis AcademyFY2025 school auditAudit15 Apr 2026Milo Renardopen
Later · May 20261 item
Data collection form packageOpen projectTrellis AcademyFY2025 school auditAudit8 May 2026Wren Hallidayopen