All historical work records and time tracking

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May 2024

Task Detail	Project	Due Date	Hours Required	Status
Update Aguard automations documentatoin	AG Document New Automations	May 27, 2024	2	In Progress
Check in on bmftraining20@gmail.com getting renewal email	AG Miscellaneous Tasks	May 15, 2024	1	Done
Look into bmftraining20@gmail.com getting renewal email	AG Miscellaneous Tasks	May 13, 2024	0.5	Done
Look into clients listed not receiving their login codes when using email	AG Upgrade To Portal V2	May 13, 2024	1	Done
Confirm form submissions don’t redirect out of the portal	AG Portal Client Select Listing	May 17, 2024	0.5	Done
Update the select list to show the business name as well and confirm the payment redirect url works	AG Portal Client Select Listing	May 13, 2024	1	Done
Look into why woodshedsc@gmail.com and candy@jonesn4crossfit.com are getting renewal emails even though automations were stopped	AG Miscellaneous Tasks	May 8, 2024	0.5	Done
Revisions based on review	AG Portal Client Select Listing	May 8, 2024	1	Done
Look into link issue with emails sent from application pdf for the question upload a pdf of your current leads	AG Upgrade To Portal V2	May 15, 2024	2	Done
Automations Weekly Check	(AG) Automations & Monitoring	May 13, 2024	0.5	Done
Testing, review, and go live	AG Portal Client Select Listing	May 17, 2024	0.5	Done
Ability to switch the records or application via record id	AG Portal Client Select Listing	May 7, 2024	4	Done
Set is so that when continue application view is loaded all forms that match the logged in email are loaded	AG Portal Client Select Listing	May 7, 2024	1	Done
Create a function to find out the multiple record in the table by email or phone.	AG Portal Client Select Listing	May 7, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	May 5, 2024	0.5	Done

‣

April 2024

Task Detail	Project	Due Date	Hours Required	Status
Look into new application issue	AG Upgrade To Portal V2	April 23, 2024	0.5	Done
Look into mnhoggan@gmail.com getting second renewal email	AG Upgrade To Portal V2	April 23, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 28, 2024	0.5	Done
Review with client the cost estimate for this project and if htey want to continue, on retainer it would be in 1.5 months time.	AG Portal Client Select Listing	April 28, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 21, 2024	0.5	Done
Clean up the aguard theme and make sure all portal code is in plugin	AG Upgrade To Portal V2	April 22, 2024	2	Done
Review project outline and add to client dashboard	AG Portal Client Select Listing	April 24, 2024	1	Done
Outline time and tasks to create multiple listings in portal view	AG Portal Client Select Listing	April 16, 2024	1	Done
Send bk godaddy login details	AG Upgrade To Portal V2	April 11, 2024	0.5	Done
Do test that items are working now live	AG Upgrade To Portal V2	April 11, 2024	1	Done
Turn post launch items into tasks	AG Upgrade To Portal V2	April 11, 2024	2	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 14, 2024	0.5	Done
Complete listed issue found in final local test	AG Upgrade To Portal V2	April 5, 2024	2	Done
Complete final test on staging for going live and go live	AG Upgrade To Portal V2	April 9, 2024	6	Done
Get smtp credentials for aguard	AG Upgrade To Portal V2	April 5, 2024	0.5	Done
Complete last round of tasks in order to go live, do final review of going live process	AG Upgrade To Portal V2	April 5, 2024	3	Done
Complete last round of tasks found in review	AG Upgrade To Portal V2	April 5, 2024	2	Done
Aguard only, if multiple user with same phone & email then use most recent date from date started	AG Upgrade To Portal V2	April 5, 2024	1	Done
Need to be able to resubmit email or phone if the message not found in system comes up	AG Upgrade To Portal V2	April 3, 2024	0	Forgone
Automations Weekly Check	(AG) Automations & Monitoring	April 7, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 1, 2024	0.5	Done
Confirm going live april 7th with aguard	AG Upgrade To Portal V2	April 3, 2024	0.5	Done
Setup all zaps for going live to start updating aguard airtable now to confirm everything is working	AG Upgrade To Portal V2	April 3, 2024	3	Done
Final tasks for going live	AG Upgrade To Portal V2	April 3, 2024	4	Done
Ask vaughn about restarting google ads once portal is launched	AG Launch Google Ads	April 28, 2024	0.5	Done

‣

March 2024

Task Detail	Project	Due Date	Hours Required	Status
Get the following adjustments made to the New Client Application	AG Miscellaneous Tasks	March 20, 2024	0.5	Done
We have someone who keeps selecting to finance in the portal, but we never get notified. I tried it myself and it didn't work.		March 18, 2024	0	Forgone
Automations Weekly Check	(AG) Automations & Monitoring	March 24, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	March 17, 2024	0.5	Done
1 Automation Bug Found & Fixed for 3rd March to 9th March for AGuard		March 14, 2024		Done
bugs found in code and final tests for portal launch	AG Upgrade To Portal V2	March 27, 2024	4	Done
Fix “Notify Us” button in the steps not sending a notification	AG Upgrade To Portal V2	March 13, 2024	1	Done
Enable the admin login funtionality for team@affiliateguard	AG Upgrade To Portal V2	March 24, 2024	2	Done
Update uid to be generated automatically and update in the portal code	AG Upgrade To Portal V2	March 13, 2024	2	Done
Complete the list of style updates to the portal	AG Upgrade To Portal V2	March 13, 2024	3	Done
New client application PDF for property	AG Upgrade To Portal V2	March 12, 2024	6	Done
New client application PDF for application	AG Upgrade To Portal V2	March 12, 2024	4	Done
Do final review and outline tasks in order to go live	AG Upgrade To Portal V2	March 23, 2024	2	Done
Create consulting agreement, finalize pricing and next steps for aguar call tomorrowx`	AG Upgrade To Portal V2	March 4, 2024	1	Done
1 Automation Bug Found & Fixed for 25th Feb to 2nd March for AGuard		March 8, 2024		Done
Automations Weekly Check	(AG) Automations & Monitoring	March 11, 2024	0.5	Done
Final tasks in order to for agaurd call	AG Upgrade To Portal V2	March 4, 2024	1	Done
Get portal new application ready to be tested by akash over the weekend	AG Upgrade To Portal V2	March 1, 2024	1.5	Done
Final tasks in order to for agaurd call	AG Upgrade To Portal V2	March 1, 2024	3	Done
Automations Weekly Check	(AG) Automations & Monitoring	March 3, 2024	0.5	Done

‣

February 2024

Task Detail	Project	Due Date	Hours Required	Status
1 Automation Bug Found & Fixed for 11th Feb to 17th Feb for AGuard		February 23, 2024		Done
Automations Weekly Check	(AG) Automations & Monitoring	February 25, 2024	1	Done
Complete tasks and test left from the review and initial code updates	AG Upgrade To Portal V2	February 29, 2024	3	Done
Update gravity form request a certificate: “I need an insurance certificate?” can we change the wording for the last question “any other details we should know?” to “Any special requirements?	AG Upgrade To Portal V2	February 21, 2024	0.5	Done
Pause google ads for aguard and email team about transition to portal and that it won’t take much time	AG Miscellaneous Tasks	February 16, 2024	0.5	Done
Follow-up with vaugn on report, create weekly task to check ads	AG Launch Google Ads	February 16, 2024	0.5	Done
Confirm BK pushed portal code, take pull and create list of tasks to complete to get a sendable version	AG Upgrade To Portal V2	February 17, 2024	3	Done
Check mohit’s uploads and delete columns in Add all gravityforms listed to Airtable for AGuard	AG Upgrade To Portal V2	February 13, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	February 18, 2024	1	Done
1 Automation Bug & 0 Zapier Errors Found & Fixed for 4th Feb to 17th Feb for LBR		February 16, 2024		Done
Setup task to have gravityform airtable plugin similar to LBR	AG Upgrade To Portal V2	February 9, 2024	0.5	Done
Check-in on ads, create a weekly report to send to vaughn	AG Launch Google Ads	February 13, 2024	1.5	Done
Check-in on ads	AG Launch Google Ads	February 12, 2024	0.5	Done
Check-in on ads performance and tracking, create new task to check-in	AG Launch Google Ads	February 8, 2024	0.5	Done
Fix AGuard e-sign not workign in gravity forms	AG Miscellaneous Tasks	February 7, 2024	1	Done
Check-in on ads performance	AG Launch Google Ads	February 7, 2024	0.5	Done
Bill vaughn for ads	AG Launch Google Ads	February 8, 2024	0.5	Done
Adjust landing page for updated design with new form layout	AG Launch Google Ads	February 6, 2024	3.5	Done
CrossFit Steel Creek (it’s a renewal). UID: 001628090D. We got a submission for his waiver/bio but then he sent us a separate email with his waiver saying it wouldn’t upload in the portal. But it did actually upload, and we did get the submission email for	AG Miscellaneous Tasks	February 15, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	February 11, 2024	1	Done
Confirm ads launched and all items are working as they should	AG Launch Google Ads	February 7, 2024	0.5	Done
Add form question for current insurer and premium if MMA and they are not a new business	AG Launch Google Ads	February 6, 2024	0.5	Done
Add muy thai keywords, remove karate, then launch campaign	AG Launch Google Ads	February 6, 2024	1	Done
Setup campaign, keyword, and ad group tracking on form submission into clients sheet	AG Launch Google Ads	February 2, 2024	2.5	Done
Review BK code for AG pages setup in new plugin, create new task to check-in	AG Upgrade To Portal V2	February 15, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	February 4, 2024	1	Done
UX Update: Implement request for certifate into ux after intiial redesign is done, figure out how to add	AG Upgrade To Portal V2	February 17, 2024	2	Done
Test and debug the overall functionality	AG Upgrade To Portal V2	February 5, 2024	5	Done
Migrate the following forms to use the new Airtable save functionality	AG Upgrade To Portal V2	February 16, 2024	2	Done
Save the data into airtable for Signup / https://affiliateguard.info/get-started/	AG Upgrade To Portal V2	February 16, 2024	1	Done
Add all gravityforms listed to Airtable for AGuard	AG Upgrade To Portal V2	February 17, 2024	4	Done

‣

January 2024

Task Detail	Project	Due Date	Hours Required	Status
need to turn aguard ads into tasks and plan for a Feb 6th launch date	AG Launch Google Ads	January 30, 2024	0.5	Done
Prepare for aguard call on tuesday to go over MMA ads, create project		January 29, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	January 29, 2024	1	Done
Review BK video on AGuard portal progress	AG Upgrade To Portal V2	January 29, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	January 21, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	January 14, 2024	1	Done
Check-in on BK portal progress	AG Upgrade To Portal V2	January 10, 2024	0.5	Done
Look into onboarding feedback not working for agaurd	AG Miscellaneous Tasks	January 4, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	January 7, 2024	1	Done
Check-in on BK portal progress	AG Upgrade To Portal V2	January 4, 2024	0.5	Done
sub account in twilio for Aguard and update the key in digital ocean	AG Upgrade To Portal V2	January 1, 2024	1	Done
Import the existing data.	AG Upgrade To Portal V2	January 1, 2024	0.5	Done
Get the accesstoken to be as httponly cookie . currently it is passing in a query param which is an secuity risk.	AG Upgrade To Portal V2	January 1, 2024	2	Done
Combine all the js to one script.js	AG Upgrade To Portal V2	January 1, 2024	0.5	Done
Combine all the css to one style.css	AG Upgrade To Portal V2	January 1, 2024	0.5	Done
Migrate all the existing pages in Aguard to new plugin.	AG Upgrade To Portal V2	January 1, 2024	4.5	Done
Combine the data submission for three sheets to one.	AG Upgrade To Portal V2	January 12, 2024	1	Done
Understand and Implement the PDF generation code from google apps script and sent as email with attachment (Wordpress or Airtable).	AG Upgrade To Portal V2	January 1, 2024	4.5	Done
Save the Youthspace form submission to Airtable base.	AG Upgrade To Portal V2	January 12, 2024	1	Done

‣

December 2023

Task Detail	Project	Due Date	Hours Required	Status
Look into why AG1703024584 waiver and bio form submission did not get emailed to client	AG Miscellaneous Tasks	December 29, 2023	1	Done
policies we’ve recently bound and put their renewal date for next year on the 2023 line, are showing up at the end of the renewal list with these random numbers instead of their expiration date for next year	AG Miscellaneous Tasks	December 27, 2023	1	Done
Check-in on BK portal progress	AG Upgrade To Portal V2	December 21, 2023	1	Done
Table for Youthspace form	AG Upgrade To Portal V2	December 23, 2023	1.5	Done
List / Save the data for Portal / https://affiliateguard.info/portal	AG Upgrade To Portal V2	December 21, 2023	1	Done
Intial setup and create new plugin for AGuard	AG Upgrade To Portal V2	December 19, 2023	2	Done
Integrate created Airtable base to work with login functionality created	AG Upgrade To Portal V2	December 18, 2023	1	Done
Setup activation function that save to Airtable base	AG Upgrade To Portal V2	December 29, 2023	1	Done
Create new airtable base for Aguard and combine three sheets into one (New business, Renewals, Esign links)	AG Upgrade To Portal V2	December 16, 2023	5	Done
Automations Weekly Check	(AG) Automations & Monitoring	December 17, 2023	2	Done
Confirm BK turned portal work into tasks, review tasks	AG Upgrade To Portal V2	December 15, 2023	0.5	Done
Follow-up with Vaughn and Kristen on portal, outline next steps	AG Upgrade To Portal V2	December 8, 2023	1	Done
Check-in on AGuard form revisions and add to project	AG Miscellaneous Tasks	December 8, 2023	0.5	Done
Add reviews to AGuard EOM report	AG Introduce reviews process into customer onboarding	December 7, 2023	1	Done
Youth Sports Application field conditional bug and submission test in new business sheet		December 6, 2023	1.5	Done
Once research completed notify client and outline next steps in tasks	AG Miscellaneous Tasks	December 7, 2023	1	Done
Google search console , Pages not indexed		December 5, 2023	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	December 10, 2023	2	Done
Follow-up with Vaughn and Kristen on portal	AG Upgrade To Portal V2	December 7, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	December 3, 2023	2	Done
3 Automation Bug & 0 Zapier Errors Found & Fixed for 5th Nov to 11th Nov for AGuard		December 7, 2023	0	Done

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November 2023

Task Detail	Project	Due Date	Hours Required	Status
Outline tasks to complete it and include creating it as a service and figuring out price of service	AG Introduce reviews process into customer onboarding	November 30, 2023	0.5	Done
Research PDF creation with Airtable designer app	AG Upgrade To Portal V2	November 29, 2023	1.5	Done
Check for Airtable intergation with Gravity forms	AG Upgrade To Portal V2	November 29, 2023	0.5	Done
Understanding Aguard portal and its functionality	AG Upgrade To Portal V2	November 27, 2023	3	Done
0 Automation Bug & 2 Zapier Errors Found & Fixed for 19th Nov to 25th Nov for AGuard		November 30, 2023	1.5	Done
Check in on pdf research being completed and if done then review final tasklist for portal, if no comments create task in desc	AG Upgrade To Portal V2	November 30, 2023	1	Done
Outline and scope project	AG Upgrade To Portal V2	November 27, 2023	2	Done
1 Automation Bug & 2 Zapier Errors Found & Fixed for 12th Nov to 18th Nov for AGuard		November 23, 2023	1.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	November 26, 2023	2	Done
Send pdf version of logo to Aguard	AG Miscellaneous Tasks	November 14, 2023		Done
Automations Weekly Check	(AG) Automations & Monitoring	November 19, 2023	2	Done
Downgrade hb account to monthly and clean up contact list (had 4k contacts need 3k to downgrade)	AG Miscellaneous Tasks	November 10, 2023	0.5	Done
Prepare for agaurd call and outline talk points, include checking in on monthly reports	AG Introduce reviews process into customer onboarding	November 14, 2023	0.5	Done
1 Automation Bug & 0 Zapier Errors Found & Fixed for 29th Oct to 4th Nov for AGuard		November 9, 2023	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	November 12, 2023	2	Done
Create leave review page, add google review shortlink, adjust onboarding feedback from to link to it	AG Introduce reviews process into customer onboarding	November 30, 2023	2	Done
Schedule time to talk and confirm project	AG Introduce reviews process into customer onboarding	November 6, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	November 5, 2023	2	Done
Bill vaughn for google ads $153	OWC Monthly Reports	November 14, 2023		Forgone

‣

October 2023

Task Detail	Project	Due Date	Hours Required	Status
Create Monthly Reports for AGuard	OWC Monthly Reports	October 2, 2023	1.5	Done
Updating the field options in Property form		October 31, 2023	0.5	Done
1 Automation Bug & 2 Zapier Errors Found & Fixed for 22nd Oct to 28th Oct for AGuard		October 31, 2023	0.5	Done
1 Automation Bug & 2 Zapier Errors Found & Fixed for 15th Oct to 21st Oct for AGuard		October 31, 2023	0	Done
Automations Weekly Check	(AG) Automations & Monitoring	October 29, 2023	2	Done
Remove Security layer from the portal until the OTP Email issue has been fixed		October 19, 2023	1.5	Done
Look into the issue where renewal date in the Renewals V2 sheet is not correct		October 18, 2023	0.5	Done
Fix the issue with misplaced content on the auto-generated Quote application PDF		October 18, 2023	3.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	October 22, 2023	2	Done
1 Automation Bug & 2 Gravity Form Zapier Errors Found & Fixed for 8th October to 14th October for AGuard		October 21, 2023		Done
Management check-in and upate	OWC Management	October 15, 2023	0.5	Done
Check olya@theathleticus.com & for active contacts that shouldn’t be running “Is renewing campaign”. If everything fine then email kristen	AG Miscellaneous Tasks	October 13, 2023	0.5	Done
Check for active contacts that shouldn’t be running “Is renewing campaign”	AG Miscellaneous Tasks	October 11, 2023	0.5	Done
Check for active contacts that shouldn’t be running “Is renewing campaign”	AG Miscellaneous Tasks	October 10, 2023	0.5	Done
Look into is-renewing emails still sending after user clicks link	AG Miscellaneous Tasks	October 9, 2023	1.5	Done
1 Automation Bug & Gravity Form Zapier Errors Found & Fixed for 1st October to 7th October for AGuard		October 21, 2023	0	Done
Automations Weekly Check	(AG) Automations & Monitoring	October 15, 2023	2	Done
Management check-in and upate	OWC Management	October 9, 2023	0.5	Done
1 Automation Bug & 3 Zapier Errors Found & Fixed for 24th Sept to 30th Sept for AGuard		October 21, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	October 8, 2023	2	Done
Management check-in and upate		October 3, 2023	0.5	Done
Fix the issue with the automation sending renewal links multiple times		October 1, 2023	2.5	Done
1 Automation Bug & 6 Zapier Errors Found & Fixed for 17th Sept to 23th Sept for AGuard		October 31, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	October 1, 2023	2	Done
Create QA process for pushing AGuard updates out	AG Create QA Process For Code	October 31, 2023	1	Done
1 Automation Bug & 2 Zapier Errors Found & Fixed for 10th Sept to 16th Sept for AGuard		October 31, 2023	1	Done

‣

September 2023

Task Detail	Project	Due Date	Hours Required	Status
Fix the issue with missing PDF file links in Portal Submission mail		September 28, 2023	2	Done
Check why too many Update Contact Info automations are erroring		September 27, 2023	0.5	Done
Fix for new business erroring on auto login		September 23, 2023	1	Done
Management check-in and update		September 26, 2023		Forgone
Setting up portal auto-login for NSM and non-NSM clients		September 20, 2023	2.5	Done
Remove duplicate question from Business Sold form		September 19, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 24, 2023	2	Done
Get new aguard partner added		September 28, 2023	0.5	Done
Management check-in and upate		September 19, 2023	0.5	Done
Removed the redirect gravityform=7 redirect that was redirecting to new application		September 13, 2023	0.5	Done
Fixed the issue with Property form not submitting after all the fields were made Required		September 13, 2023	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 17, 2023	2	Done
1 Automation Bug & 2 Zapier Errors Found & Fixed for 3rd Spt to 9th Sept for AGuard		September 14, 2023		Done
Management check-in and upate		September 12, 2023	0.5	Done
1 Automation Bug & 2 Zapier Errors Found & Fixed for 27th Aug to 2nd Sept for AGuard		September 7, 2023		Done
Look into the missing field in Youth Application form and making all the remaining fields as required		September 6, 2023	1.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 10, 2023	2	Done
Update Zapier automation steps to send both New Application and Renewals to the Client sheet		September 7, 2023	3	Done
Create a new column in Renewals sheet with Renewal link for Aguard team to copy and send to client		September 7, 2023	1	Done
Redirect Hatchbuck Campaign to Get Started form and other New client applications to Get Started		September 7, 2023	1	Done
Management check-in and upate		September 5, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 3, 2023	2	Done
1 Automation Bug & 2 Zapier Errors Found & Fixed for 20th to 26th Aug for AGuard		September 7, 2023		Done
Once response then setup agaurd with A2P compliance, here: https://console.twilio.com/us1/develop/sms/regulatory-compliance/a2p-onboarding?activeStep=usA2POnboarding:customerProfileRegistration:createBusinessProfile		September 6, 2023	1	Done