Small Business Planner
Share
Explore
Planner Board

icon picker
Tasks

I use this view to view all the attributes of tasks, using the filters below to hone in on a workstream
Add Task
Workstream:
Legal 💼
+13
Status:
On Deck
+2
Project
Task Name
Workstream
Status
Assignees
Dependency
Details
Link
Start Date
End Date
PoS selection
1
PoS analysis - narrow down to a few options & enter features + pricing into the
IT 🖥️
On Deck
Kristen Lobo
1/18/2021
2/6/2021
Accounting system setup
1
Set up accounting solution
IT 🖥️
On Deck
2/20/2021
2/27/2021
Staff hiring
2
Respond to & vet all chef Indeed candidates
Staff 👥
In Progress
Can respond directly through Indeed or Reply All using their Indeed email Once they have been reached out to, mark them as reviewed - yes
1/31/2021
2/6/2021
Conduct chef first-round interviews
Staff 👥
In Progress
SL
Savio Lobo
Respond to & vet all chef Indeed candidates
2/8/2021
2/22/2021
Interior design & construction
3
Bar design ideas
Property 🏦
Communications 🗂️
On Deck
AL
Amelia Lobo
2/1/2021
2/7/2021
List of to-do items for management company
Property 🏦
Communications 🗂️
In Progress
SL
Savio Lobo
Document list of items to be fixed and send to Yash, etc - Bathroom light fixtures - want to coordinate on light fixtures "Bullet hole" in bar window Buzzer on back door
2/2/2021
2/3/2021
Building permits
Property 🏦
Communications 🗂️
In Progress
MA
Interior design - initial plan From Jennifer submitted to the Village
1/31/2021
2/6/2021
Documentation & training
4
Add mandated rules to employee handbook
Staff 👥
Legal 💼
On Deck
Kristen Lobo
E.g. private events not having alcohol, monitor front sidewalk and back area every 30 minutes Friday & Saturday live entertainment will not begin till 8pm
2/3/2021
2/7/2021
Add expenses policy - what to expense and how
Staff 👥
Legal 💼
On Deck
Kristen Lobo
2/2/2021
2/12/2021
Migrate all planning & tracking to Coda
Staff 👥
Legal 💼
In Progress
Kristen Lobo
1/16/2021
2/20/2021
Employee handbook - initial draft
Staff 👥
Legal 💼
In Progress
Kristen Lobo
AL
Amelia Lobo
1/10/2021
2/7/2021
Communications & branding setup
1
Social media content & strategy
Communications 🗂️
IT 🖥️
In Progress
AL
Amelia Lobo
Document processes, accounts and policies for social media (e.g. don’t talk about about religion, politics, etc)
1/17/2021
2/20/2021
Permits & licenses
2
Special use permit
Legal 💼
In Progress
10/1/2020
2/6/2021
Register basset certificate with Palatine PD
Legal 💼
In Progress
SL
Savio Lobo
1/1/2021
2/20/2021
Insurance selection & purchase
2
Workers comp insurance?
Staff 👥
Legal 💼
On Deck
SL
Savio Lobo
2/1/2021
2/20/2021
Dram shop insurance quote
On Deck
SL
Savio Lobo
2/1/2021
2/20/2021
Budget & financials setup
1
Set up budget & financials
IT 🖥️
Finance 📈
On Deck
Kristen Lobo
Migrate all existing info to Coda and/or other places it may be stored
2/4/2021
2/20/2021
Restaurant launch strategic planning
1
Event schedule & planning document (calendar of events??)
IT 🖥️
Communications 🗂️
On Deck
Kristen Lobo
2/4/2021
2/13/2021
Payroll & HR system setup
2
Payroll solution options
IT 🖥️
On Deck
Kristen Lobo
2/2/2021
2/19/2021
Create scheduling app
IT 🖥️Staff 👥
On Deck
Kristen Lobo
Make a new Coda doc - try out the template from the small business
2/2/2021
2/20/2021







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.