This week
Board
Your tasks, Christa — auto-maintained by system events
To do
1Chase Henderson — 2 items missing
Henderson Corp▣ 1/2autoCMdue today
In progress
1Harbourview BP — confirm call transcript
Harbourview▣ 2/3CMJul 15
Waiting on client
1Henderson AR aging — bookkeeper sending Friday
Henderson CorpCMJul 17
Done
0nothing of yours here
Click a card for subtasks and comments; drag to move it — every move writes an audit row. auto tasks are created and closed by system events. Pipelines live in their own lanes: Assessments, Business plans, Projections.