Tasks

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

View
ListBoardCalendar
Group by
NoneDue dateClientProjectDepartmentAssigneeStatus
Sort
Due dateClientAssigneeTask
Department
All departmentsTaxAuditCAS
Status
All statusesopencomplete
Assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
Project
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

5 tasks · 0 open · 5 complete

FiltersStatus: completeProject: Calloway Ridge Partners · 2025 partnership return

open

0

Nothing here.

complete

5
Organize PBCs

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·27 Mar 2026·Alina Roth·complete