1.5 Weekly Team Reports NEW
Share
Explore
1.5 Weekly Team Reports NEW
210903 Weekly Report

icon picker
Terri

Reports:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Top Weekly Accomplishments

Administrative and project support
Followed up with eMazzani regarding RiskSmith email migration
Followed up with Justin about eMazzani/Cloudflare access
Contacted Mandy re: Mark’s computer files
Reviewed Mark’s email for time sensitive critical items
Coding of August transactions in Quickbooks
Scheduled calls with RiskSmith board members
Provided Bill with financial numbers for FSC
Update team report
Invoice processing

Week’s Top Objectives

Administrative and project support
Complete eMazanni/RiskSmith email migration
Execute policy for the FSC’s D&O insurance
Weekly reconciliation in QBO for all three entities
Produce weekly update report on financial transactions
Follow up with Mandy re: Mark’s files
Invoice processing

Reports:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠
Gallery
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.