I start by adding tasks and/or projects to be completed:
Add Task
Add Project
Then I use the board below to track progress and run status meetings, filtering by workstreams and/or assignees to narrow down on what’s done and what needs to be done.
Filter by assignees:
Amelia Lobo
+4
Filter by workstreams:
Brand 🗂️+13
Backlog
19
On Deck
11
In Progress
9
Complete
15
On Hold
1
Backlog
19
On Deck
11
In Progress
9
Complete
15
On Hold
1
Interior design & construction
Bathroom upgrade ideas
Sound design
Plan for A/V setup
Security system setup
Select security system
Supplier relations & selection
Select & establish contact with suppliers, create tracking system
Supplies, equipment & furniture procurement
Bar inventory
Staff hiring
Server hiring process
3/15/2021
Documentation & training
Team training
2/28/2021
Communications & branding setup
Initial draft of menu & graphics
Restaurant launch strategic planning
Plan for opening
Documentation & training
Team member agreements
3/4/2021
Supplies, equipment & furniture procurement
Dishware & cutlery
Communications & branding setup
DPBA March/April Newsletter
Communications & branding setup
Create business cards
Permits & licenses
Permits
Communications & branding setup
Local artist spotlight campaign
Communications & branding setup
New email address
Communications & branding setup
Make band list
PoS selection
Follow up with Square with additional questions
2/19/2021
PoS selection
Follow up with Jenn (CC processing lady)
2/19/2021
Documentation & training
Add mandated rules to employee handbook
2/7/2021
Documentation & training
Add expenses policy - what to expense and how
2/12/2021
Restaurant launch strategic planning
Event schedule & planning document (calendar of events??)
2/13/2021
Budget & financials setup
Set up budget & financials
2/20/2021
Interior design & construction
Bar design ideas
2/7/2021
Insurance selection & purchase
Workers comp insurance?
2/20/2021
Insurance selection & purchase
Dram shop insurance quote
2/20/2021
Payroll & HR system setup
Payroll solution options
2/19/2021
PoS selection
PoS analysis - narrow down to a few options & enter features + pricing into the