All historical work records and time tracking

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May 2024

Task Detail	Project	Due Date	Hours Required	Status
Adding questions onto our customer application.	LBR Miscellaneous Tasks	May 4, 2024	0.5	Done
Editing the Gravity Form	LBR Miscellaneous Tasks	May 2, 2024	0.75	Done
Automations Weekly Check	(AG) Automations & Monitoring	May 5, 2024	0.5	Done
Follow-up with ray about going live	LBR Portal Migration	May 15, 2024	0.5	In Progress
Change LBR YouTube Video	LBR Miscellaneous Tasks	May 7, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	May 13, 2024	0.5	Done

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April 2024

Task Detail	Project	Due Date	Hours Required	Status
Follow-up with ray about going live	LBR Portal Migration	April 29, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 28, 2024	0.5	Done
Price updates to the woodhauler page	LBR Miscellaneous Tasks	April 19, 2024	0.5	Done
Respond to shanes email and reqeust	LBR Miscellaneous Tasks	April 17, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 21, 2024	0.5	Done
Push LBR portal to staging and update theme to remove any duplicate code from plugin	LBR Portal Migration	April 23, 2024	2	Done
Do final review of the portal and make sure everything is fine	LBR Portal Migration	April 28, 2024	0.5	Done
Migrate LBR airtable to their account	LBR Portal Migration	April 28, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 14, 2024	0.5	Done
Notify LBR of changes to form and that we use gravityforms now	LBR Miscellaneous Tasks	April 5, 2024	0.5	Done
Change lbr schedule tour form to gravity form and few changes listed in card	LBR Miscellaneous Tasks	April 4, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 7, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	April 1, 2024	0.5	Done

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March 2024

Task Detail	Project	Due Date	Hours Required	Status
Automations Weekly Check	(AG) Automations & Monitoring	March 24, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	March 17, 2024	0.5	Done
Prepae for call, Follow-up on email and make sure they know they need to create airtable base	LBR Portal Migration	March 21, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	March 11, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	March 3, 2024	0.5	Done

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February 2024

Task Detail	Project	Due Date	Hours Required	Status
Automations Weekly Check	(AG) Automations & Monitoring	February 25, 2024	1	Done
Debug why personal gaurantee form doesn’t fully submit. Get a network error on submission	LBR Miscellaneous Tasks	February 17, 2024	1.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	February 18, 2024	1	Done
Get new auth0 account integrated	LBR Portal Migration	February 9, 2024	1	Done
Once all forms added, add new title field, link submissions, confirm that client field is linked in gravity form, add them to all clients view in single record	LBR Portal Migration	February 9, 2024	1	Done
Need to make sure that data updates when updated in airtable. Update form submission steps to mark as done if a submission is linked	LBR Portal Migration	February 9, 2024	0.5	Done
Create view to see form submissions once they’re all added and add to profiles	LBR Portal Migration	February 8, 2024	1	Done
Run script to link all form submissions once mohit adds them	LBR Portal Migration	February 8, 2024	0.5	Done
Have mohit upload all form requests then confirm that current form submissions are logging into the sheet with all data.	LBR Portal Migration	February 8, 2024	0.5	Done
Check-in on mohit completed portal tasks and klesk updates, send email to klesk that it’s done	LBR Portal Migration	February 7, 2024	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	February 11, 2024	1	Done
Check-in on mohit completed portal tasks and klesk updates, send email to klesk that it’s done	LBR Portal Migration	February 5, 2024	0.5	Done
0 Automation Bug & 3 Zapier Errors Found & Fixed for 4th Feb to 17th Feb for LBR		February 16, 2024		Done
Make sure that new views utilizie that credit app and forms are logged automatically and don’t mark “yes” or link in url	LBR Portal Migration	February 5, 2024	1	Done
Confirm Mohit is doing tasks and they’re done	LBR Portal Migration	February 1, 2024	0.5	Done
Get logging of gravity form data working first so it has all live info in the table	LBR Portal Migration	February 7, 2024	4	Done
Automations Weekly Check	(AG) Automations & Monitoring	February 4, 2024	1	Done
Send over email about launch, link for them to review, plan steps and outline tasks for a March 4th launch	LBR Portal Migration	February 9, 2024	1	Done

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January 2024

Task Detail	Project	Due Date	Hours Required	Status
Automations Weekly Check	(AG) Automations & Monitoring	January 29, 2024	1	Done
Get WI tax form updated	LBR Miscellaneous Tasks	January 25, 2024	0.5	Done
Add 4 new customer questions to lbr customer application	LBR Miscellaneous Tasks	January 25, 2024	0.5	Done
Debug why e-sign field isn’t working in personal guarantee form in portal	LBR Miscellaneous Tasks	January 17, 2024	3	Done
Estimated average of dollars spent with wholesalers per typical event.Add new form questions once ray gives # of evens	LBR Miscellaneous Tasks	January 17, 2024	0.5	Done
Added South Dakota to the tax exempt sign now process	LBR Miscellaneous Tasks	January 17, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	January 21, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	January 14, 2024	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	January 7, 2024	1	Done

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December 2023

Task Detail	Project	Due Date	Hours Required	Status
Automations Weekly Check	(AG) Automations & Monitoring	December 17, 2023	2	Done
Automations Weekly Check	(AG) Automations & Monitoring	December 10, 2023	2	Done
Discussion with Balkishan about the privacy policy page requirement	LBR Miscellaneous Tasks	December 1, 2023	0.5	Done
Use GPT to generate a privacy policy for LBR and add to website	LBR Miscellaneous Tasks	December 4, 2023	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	December 3, 2023	2	Done
0 Automation Bug & 2 Zapier Errors Found & Fixed for 19th Nov to 25th Nov for LBR		December 7, 2023	0	Done
Zap Error for 12th Nov to 18th Nov for LBR		December 7, 2023	0	Done
0 Automation Bug & 2 Zapier Errors Found & Fixed for 29th Oct to 4th Nov for LBR		December 7, 2023	0	Done

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November 2023

Task Detail	Project	Due Date	Hours Required	Status
Text change in LBR company about page		November 29, 2023	0.5	Done
Remove Dani Olson, Mark Andersen, Bridget Gerenz, and Ryland Sorenson from Our team page		November 27, 2023	1	Done
Look into the missing new users in client sheet and update company history page		November 23, 2023	1.5	Done
Changes to OCRM manager for LBR		November 26, 2023	2	Done
Look into the issue where some new users can’t login and Resubmit the Get-Started form for the adding the missing users to the Client sheet		November 23, 2023	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	November 26, 2023	2	Done
0 Automation Bug & 1 Zapier Errors Found & Fixed for 5th Nov to 11th Nov for LBR		November 16, 2023	1	Done
Automations Weekly Check	(AG) Automations & Monitoring	November 19, 2023	2	Done
Look for missing client in the sheet patriciasteven@comcast.net		November 6, 2023	1	Done
SD tax exempt form to be uploaded and field mapping on signnow		November 7, 2023	2	Done
Automations Weekly Check	(AG) Automations & Monitoring	November 12, 2023	2	Done
Automations Weekly Check	(AG) Automations & Monitoring	November 5, 2023	2	Done

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October 2023

Task Detail	Project	Due Date	Hours Required	Status
0 Automation Bug & 2 Zapier Errors Found & Fixed for 22nd October to 28th October for LBR		October 31, 2023	0.5	Done
1 Automation Bug & 2 Gravity Form Zapier Errors Found & Fixed for 15th October to 21th October for LBR		October 26, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	October 29, 2023	2	Done
Got Ray’s email verified in ConstantContact and updated the sender in both Portal campaigns		October 18, 2023	1	Done
Make new changes to the Profile Questionnaire based on Ray’s suggestions		October 16, 2023	1	Done
Add new input to “Inventory Correction Request Form” form		October 16, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	October 22, 2023	2	Done
Management check-in and upate	OWC Management	October 15, 2023	0.5	Done
Update the Job opening link on Employment page		October 12, 2023	0.5	Done
Connect with ConstantContact support regarding how to change “From” email address for campaigns		October 12, 2023	0.5	Done
0 Automation Bug & 6 Zapier Errors Found & Fixed for 1st October to 7th October for LBR		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
0 Automation Bug & 1 Zapier Errors Found & Fixed for 24th Sept to 30th Sept for LBR		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
Automations Weekly Check	(AG) Automations & Monitoring	October 1, 2023	2	Done

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September 2023

Task Detail	Project	Due Date	Hours Required	Status
Managing and verifying End of Month report and weekly reports		September 30, 2023	1	Done
Recurring optimization of site performance		September 30, 2023	1	Done
Updating themes and plugins to the latest version		September 30, 2023	1	Done
0 Automation Bug & 3 Zapier Errors Found & Fixed for 17th Sept to 23rd Sept for LBR		September 28, 2023	0.5	Done
Management check-in and update		September 26, 2023		Forgone
0 Automation Bug & 4 Zapier Errors Found & Fixed for 10th Sept to 16th Sept for LBR		September 28, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 24, 2023	2	Done
Management check-in and upate		September 19, 2023	0.5	Done
0 Automation Bug & 1 Zapier Errors Found & Fixed for 3rd Spt to 9th Sept for LBR		September 14, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 17, 2023	2	Done
Management check-in and upate		September 12, 2023	0.5	Done
2 Automation Bug & 0 Zapier Errors Found & Fixed for 27th Aug to 2nd Sept for LBR		September 7, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 10, 2023	2	Done
Management check-in and upate		September 5, 2023	0.5	Done
Automations Weekly Check	(AG) Automations & Monitoring	September 3, 2023	2	Done