Tasks

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

View
ListBoardCalendar
Group by
None
NoneDue dateClientProjectDepartmentAssigneeStatus
Sort
Due date
Due dateClientAssigneeTask
Department
All departments
All departmentsTaxAuditCAS
Status
open
All statusesopencomplete
Assignee
Any assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
Trellis Academy
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

7 tasks · 7 open · 0 complete

FiltersStatus: openClient: Trellis Academy
TaskClient · projectDepartmentDueAssigneeStatusAction
Federal award testing · Title IOpen projectTrellis AcademyFY2025 school auditAudit8 Apr 2026Jonah Reyesopen
Enrolment and attendance recordsOpen projectTrellis AcademyFY2025 school auditAudit9 Apr 2026Milo Renardopen
Time-and-effort certificationsOpen projectTrellis AcademyFY2025 school auditAudit10 Apr 2026Dana Parkopen
Cash and investmentsOpen projectTrellis AcademyFY2025 school auditAudit13 Apr 2026Priya Shahopen
State grant complianceOpen projectTrellis AcademyFY2025 school auditAudit15 Apr 2026Milo Renardopen
Schedule of expenditures of federal awardsOpen projectTrellis AcademyFY2025 school auditAudit22 Apr 2026Dana Parkopen
Data collection form packageOpen projectTrellis AcademyFY2025 school auditAudit8 May 2026Wren Hallidayopen