Tasks

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

View
ListBoardCalendar
Group by
Assignee
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
All clients
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
Project
Beckett Family Foundation · FY2025 foundation audit
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

6 tasks · 6 open · 0 complete

FiltersStatus: openProject: Beckett Family Foundation · FY2025 foundation audit
TaskClient · projectDepartmentDueAssigneeStatusAction
Dana Park2 items
Minimum distribution requirementOpen projectBeckett Family FoundationFY2025 foundation auditAudit9 Apr 2026Dana Parkopen
Board communication draftOpen projectBeckett Family FoundationFY2025 foundation auditAudit22 Apr 2026Dana Parkopen
Jonah Reyes2 items
Grants made and approvalsOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 Apr 2026Jonah Reyesopen
Excise tax computationOpen projectBeckett Family FoundationFY2025 foundation auditAudit14 Apr 2026Jonah Reyesopen
Sana Ellis1 item
Investment income and fair valueOpen projectBeckett Family FoundationFY2025 foundation auditAudit10 Apr 2026Sana Ellisopen
Wren Halliday1 item
990-PF filing packageOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 May 2026Wren Hallidayopen