Meetings (3)
Apr 27 9:52AM
Mar 18 8:03PM
Mar 18 1:01PM
Action Items (28)
Apr 27, 2026
Approve Jericho Gonzalez's OnePass access
pending_review · View Meeting
Apr 27, 2026
Add Jericho Gonzalez to relevant projects in OnePass
pending_review · View Meeting
Apr 27, 2026
Prepare Jericho Gonzalez onboarding overview document
pending_review · View Meeting
Apr 27, 2026
Review blog automation landing page edits
pending_review · View Meeting
Apr 27, 2026
Review financial reports
pending_review · View Meeting
Apr 27, 2026
Monitor team time tracking in Teamwork
pending_review · View Meeting
Apr 27, 2026
Enforce Teamwork task management process
pending_review · View Meeting
Apr 27, 2026
Approve Jericho Gonzalez's OnePass access
pending_review · View Meeting
Apr 27, 2026
Prepare Jericho Gonzalez onboarding overview
pending_review · View Meeting
Apr 27, 2026
Review blog automation landing page and test email
pending_review · View Meeting
Apr 27, 2026
Review financial reports
pending_review · View Meeting
Apr 27, 2026
Monitor team time tracking in Teamwork
pending_review · View Meeting
Apr 27, 2026
Meeting enrichment failed: Busy (N)
open · View Meeting
Apr 25, 2026
Schedule compensation discussion call with Sabrina
open · View Meeting
Apr 25, 2026
Confirm Sabrina's start date and onboarding schedule
open · View Meeting
Apr 25, 2026
Finalize Sabrina's compensation offer
open · View Meeting
Apr 25, 2026
Conduct onboarding with Sabrina on Monday/Tuesday
open · View Meeting
Apr 25, 2026
Have Christie conduct follow-up training on Wednesday/Thursday
open · View Meeting
Mar 18, 2026
Close February books
done · View Meeting
Mar 18, 2026
Upload February bank statements to shared drive
done · View Meeting
Mar 18, 2026
Grant QuickBooks accountant access to Speaker_2
done · View Meeting
Mar 18, 2026
Disconnect irrelevant bank connections in QuickBooks
done · View Meeting
Mar 18, 2026
Switch from Sequence to Mercury bank
done · View Meeting
Mar 18, 2026
Reconnect Navy Federal accounts in QuickBooks
done · View Meeting
Mar 18, 2026
Confirm Slack Connect access for Bryan
done · View Meeting
Mar 18, 2026
Set up monthly Slack reminder for Navy Federal reconnection
done · View Meeting
Mar 18, 2026
Message Sabrina to schedule compensation discussion call
done · View Meeting
Mar 18, 2026
Check candidate bench for additional role candidates
done · View Meeting