TO DO LIST

Consolidated view of all your tasks across workstreams

Total

14

Due Today

0

Overdue

14

In Progress

5

💼

Motta Financial

9 tasks

Zapier: Karbon -> Airtable

14 oz of weed!

Big Rock
Oct 6, 2025 (Overdue)

Zapier: Ignition -> Airtable

$1500!!

Big Rock
Oct 8, 2025 (Overdue)

Paul Mccarthy Pricing Sheet?

schedule time with caroline

Big Rock
Oct 8, 2025 (Overdue)

Create automation for proposal creation

$1,500 on the line.

Big Rock
Oct 8, 2025 (Overdue)

Edit and make better tommy awards form

Big Rock
Oct 8, 2025 (Overdue)

Kara Gibler Tax Prep (2023 & 2024)

Big Rock
Oct 8, 2025 (Overdue)

Make PPT for Dat BAP

Medium Rock
Oct 8, 2025 (Overdue)

Victoria Manton tax prep

2021, 2022, 2023

Small Rock
Oct 8, 2025 (Overdue)

Workforce Housing (990) Tax Prep

- Need amounts contributed to each program

Small Rock
Oct 8, 2025 (Overdue)
🏠

Life

1 tasks

MEET THE FIRMS

Sargent

Big Rock
Oct 7, 2025 (Overdue)
🚀

Side Quests

4 tasks

AI Pitch Competition

1. outline pitch presentation

Big Rock
Oct 7, 2025 (Overdue)

SEED SHIN

seed prospect interviews database, Replace MJ

Big Rock
Oct 7, 2025 (Overdue)

Canvas -> Airtable

Big Rock
Oct 7, 2025 (Overdue)

Develop G+

Medium Rock
Oct 6, 2025 (Overdue)