Project

General

Profile

Actions

Support #329

open

Scale paper mountain

Added by Charles N about 1 month ago. Updated 25 days ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
07/27/2025
Due date:
08/03/2025 (21 days late)
% Done:

60%

Estimated time:

Description

Finish processing all papers in business office

  • Go through already sorted papers with CFO and process accordingly
  • Work with CFO to sort all remaining paper (scan/recycle, scan/shred, recycle, process further)
Actions #1

Updated by Charles N 25 days ago

60% complete:

  • Go through already sorted papers with CFO and process accordingly
  • Work with CFO to sort all remaining paper (scan/recycle, scan/shred, recycle, process further)

(Doing final paper processing this Sunday)

Handled all family office business (401k portal setup including for previous employers/rollover).

Happening Sunday:

  • Work with CFO to setup paper intake/sort process for the facilities manager at HQ
    (and also on-boarding to ERP/paperless)
Actions #2

Updated by Charles N 25 days ago

  • Due date changed from 07/27/2025 to 08/03/2025
  • % Done changed from 0 to 60
  • Estimated time deleted (6:00 h)
Actions #3

Updated by Charles N 25 days ago

  • Description updated (diff)
Actions #4

Updated by Charles N 25 days ago

  • Target version changed from Physical Build Out - VpTechops to Business Build Out - COO
Actions

Also available in: Atom PDF