KnowBe4 incentive program — gift card drawing for monthly training completers
- Client
- Ability First
- Priority
- Low
Blog: Power Automate licensing changes — connectors moving from premium to standard, Microsoft competing with n8n/Zapier/Make
- Client
- Personal
- Priority
- Low
Blog: Automation platforms shifting from workflows to agentic AI — the bigger strategic story
- Client
- Personal
- Priority
- Low
Karney lunch treat from vendor - confirm arrival and send out
- Client
- Karney Properties
- Priority
- Low
- Due
- Aug 7, 2026
AF-LOCOSTA-2027
- Client
- Ability First
- Priority
- Low
- Due
- Jan 1, 2027
Blog: Real-world automation tool costs — the Cohort vs Power Automate lesson
- Client
- Personal
- Priority
- Low
April: Email-to-Contact Ingestion with AI/Non-AI Classification Tags
- Client
- Crimson IT
- Priority
- Medium
Approve 2 pending Adobe app requests (AF Admin Console)
- Client
- Ability First
- Priority
- Medium
Claude Team — set up 5 licenses for Carl's team + schedule training
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 28, 2026
S-59
- Client
- SCHARP
- Priority
- Medium
Olivia to investigate CW auto-assign interfering with SmartDispatch scheduling
- Client
- Crimson IT
- Priority
- Medium
Schedule CareLogic AI meeting - include both AF and SCHARP in the conversation
- Client
- Ability First
- Priority
- Medium
- Due
- Apr 4, 2026
M365 License Reallocation - Review freed E3 and F1 licenses for best use
- Client
- Ability First
- Priority
- Medium
Schedule meeting with April Stover to discuss IT issues
- Client
- Ability First
- Priority
- Medium
Design and build interactive newsletter for client/prospect distribution
- Client
- Crimson IT
- Priority
- Medium
Fix Cost Allocation Platform - add Supported Employment department
- Client
- Ability First
- Priority
- Medium
Create SOW template library in Airtable — save approved SOWs for reuse by April and Segrid
- Client
- Crimson IT
- Priority
- Medium
S-39
- Client
- SCHARP
- CW Ticket
- 919783
S-27
- Client
- SCHARP
- CW Ticket
- 919758
S-9
- Client
- SCHARP
- Due
- Mar 31, 2026
- CW Ticket
- 919740
S-24
- Client
- SCHARP
- CW Ticket
- 919755
AF-22
- Client
- Ability First
- CW Ticket
- 909155
S-56
- Client
- SCHARP
AF-12
- Client
- Ability First
- CW Ticket
- 918762
S-25
- Client
- SCHARP
- CW Ticket
- 919756
S-47
- Client
- SCHARP
S-26
- Client
- SCHARP
- CW Ticket
- 919757
S-41
- Client
- SCHARP
- CW Ticket
- 919785
S-15
- Client
- SCHARP
- CW Ticket
- 919746
S-34
- Client
- SCHARP
- CW Ticket
- 919765
S-35
- Client
- SCHARP
- CW Ticket
- 919766
S-48
- Client
- SCHARP
SCHARP — Phone line audit (double-forwarding + dead-location POTS)
- Client
- SCHARP
- Priority
- High
AF — Leadership conversation: security hardening + YubiKeys
- Client
- Ability First
- Priority
- High
AdaptoIT — Review Google Search Console data (indexed 4/12/26)
- Client
- Personal
- Priority
- High
AdaptoInbox: build key-rotation path for TOKEN_ENCRYPTION_KEY
- Priority
- Low
Crimson — Marketing idea: security awareness postcard w/ gotcha QR code
- Client
- Crimson IT
- Priority
- Low
DTLA Alliance — Schedule next annual tabletop exercise (target May 2027)
- Priority
- Low
- Due
- Dec 31, 2026
AF — build new-hire welcome email + IT onboarding doc series (launch July)
- Client
- Ability First
- Priority
- Low
Schedule technology-stack meeting with Armen (LT Tech) - he requested next week
- Client
- SCHARP
- Priority
- Medium
- Due
- Jul 24, 2026
SCHARP — Follow up on ELVI response
- Client
- SCHARP
- Priority
- Medium
HR scan-to-Teams: restricted printer code -> HR Teams folder + email all of IT
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 28, 2026
- CW Ticket
- 961006
All-employee KnowBe4 + email-vigilance reminder email
- Client
- Crimson IT
- Priority
- Medium
- Due
- Jul 23, 2026
Blue Wave dead-extension purge - inventory report vs Zach's in-use list
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
AdaptoIT — Email audience pointing to OAuth blog post once published
- Client
- Personal
- Priority
- Medium
AdaptoIT — Google Search Console access secured; brainstorm free giveaways + lead gen
- Client
- Personal
- Priority
- Medium
AdaptoIT — Design lead capture for adaptoit.com (non-intrusive)
- Client
- Personal
- Priority
- Medium
AF — Reset Dell laptop on Christi's AF desk for HR use (CW ticket to service desk)
- Client
- Ability First
- Priority
- Medium
AF — order 25-50 Verizon phones + pull current device count
- Client
- Ability First
- Priority
- Medium
AF — Start process with Intratem for phones
- Client
- Ability First
- Priority
- Medium
AF — Build staff security awareness + training topic list in AF base
- Client
- Ability First
- Priority
- Medium
Send Michuan IT committee charter/structure
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
Email camp re: close-up timing and antenna retrieval
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 23, 2026
- CW Ticket
- 961006
SCHARP - Develop SOW: Replace all SonicWall firewalls across SCHARP locations
- Client
- SCHARP
- Priority
- Medium
All-staff email: equipment moves must go through IT
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
AF-ONBOARDING-APP
- Client
- Ability First
- Priority
- Medium
AdaptoIT — Stuart: audit old lead magnet + recommend new lead magnet strategy
- Client
- Personal
- Priority
- Medium
AF all-staff IT survey v2 + send Michuan prior survey and response access
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 28, 2026
- CW Ticket
- 961006
AF — Update existing security hardening ticket with OAuth risk + YubiKey rationale
- Client
- Ability First
- Priority
- Medium
AF-NEWHIRE-EMAIL
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 1, 2026
SCHARP — Install RMM on LOA computers in office
- Client
- SCHARP
- Priority
- Medium
Note SonicWall pricing changes effective Aug 1; assess SCHARP impact (Armen/LT Tech manages SonicWall stack). (from: SonicWall 6/11)
- Client
- SCHARP
- Priority
- Medium
- Due
- Jun 30, 2026
Fletcher — Organize historical meeting drop folder (client transcripts to client folders, Crimson meetings to Crimson subfolder)
- Client
- Crimson IT
- Priority
- Medium
Fix LOA notification gap with help desk (IT notified on every LOA + device retrieval)
- Client
- SCHARP
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961007
AF — build recruiting/requisition tracker app for Sean (HR)
- Client
- Ability First
- Priority
- Medium
Canon rep: Michuan home printer auto-toner fix + annual contract conversation
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
AdapToIT Blog Post: Automation Platforms Shifting to Agentic AI
- Priority
- Medium
Note to Finance (cc Michuan): laptop charger tracking + dept budget chargebacks
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 23, 2026
- CW Ticket
- 961006
Identify which phone has the camp coverage issue (work vs personal)
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
SCHARP — Reach out to Intratem re: moving mobile service
- Client
- SCHARP
- Priority
- Medium
Set up DocuSign for IT policy signature collection
- Client
- SCHARP
- Priority
- Normal
Get Dr. Barbour sign-off on ADT/Brivo upgrade quote
- Client
- SCHARP
- Priority
- Normal
Scope WestFin Operating System (AI) project
- Client
- Westwood Financial
- Priority
- Normal
- Due
- Jul 14, 2026
Plan Box to Google Drive migration + schedule ELT working lunch
- Client
- SCHARP
- Priority
- Normal
Build next-steps game plan: Avalon Claude Team project (2702)
- Client
- Avalon
- Priority
- Normal
- Due
- Jul 14, 2026
Run SCHARP + BAFMA headcount inventory (GAM)
- Client
- SCHARP
- Priority
- Normal
- Due
- Jul 14, 2026
Coordinate with Intratum on multi-carrier mobile plan consolidation
- Client
- SCHARP
- Priority
- Normal
SCHARP-NET-008
- Client
- SCHARP
- Priority
- High
Karney: push Claude desktop app to all desktops before AI University (Jason Yu 7/15 ask)
- Client
- Karney Properties
- Priority
- High
- Due
- Jul 20, 2026
SCHARP-NET-001: Follow up with Peerless/Infobip on internet upgrade inquiry
- Client
- SCHARP
- Priority
- High
S-67
- Client
- SCHARP
- Priority
- Medium
- CW Ticket
- 925382
AF-COSTALLOC-V3
- Client
- Ability First
- Priority
- Medium
AF-41
- Client
- Ability First
- Priority
- Medium
- CW Ticket
- 909123
AF-37
- Client
- Ability First
- Priority
- Medium
- CW Ticket
- 918748
S-60
- Client
- SCHARP
- Priority
- Medium
Add Lana Mseryan and Sergio to paid Claude Team workspace
- Client
- Ability First
- Priority
- Normal
S-17
- Client
- SCHARP
- CW Ticket
- 919748
S-32
- Client
- SCHARP
- CW Ticket
- 919763
S-14
- Client
- SCHARP
- CW Ticket
- 919745
S-10
- Client
- SCHARP
- CW Ticket
- 919741
Barker: send training outline, reference materials, and proposed agenda (kickoff commitment; training targeted next week)
- Client
- Barker Pacific Group
- Priority
- High
- Due
- Jul 20, 2026
- CW Ticket
- 952496
Barker: confirm citsadmin@barkerpacific.com Claude invite accepted + admin role set (Julius pending 7/15)
- Client
- Barker Pacific Group
- Priority
- High
- Due
- Jul 17, 2026
- CW Ticket
- 952496
Paylocity onboarding automation + close pending Asana tasks
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 31, 2026
- CW Ticket
- 961006
AF-17
- Client
- Ability First
- CW Ticket
- 918757
Cotsen — configure org-wide Copilot opt-out (no default folder access; drag-in only)
- Priority
- High
April Inbox Summary 2026-08-13
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-09-10
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-08-17
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-09-04
- Client
- Crimson IT
- Priority
- High
Tim Smith (Signal Partners) - IT Support Agreement execution follow-up
- Client
- Crimson IT
- Priority
- High
Crimson invoices in by Aug 1 hard deadline; then AF; SCHARP weekly
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 31, 2026
Order 6 unmanaged switches (~$40 ea) via Amazon, ship to Camp Paivika
- Client
- Ability First
- Priority
- High
- Due
- Jul 22, 2026
- CW Ticket
- 961006
APRIL-20260513-AF-WORD-TRAINING
- Priority
- High
- CW Ticket
- NEEDED
URGENT: Next.js Critical Security Patch - August 26
- Client
- Personal
- Priority
- High
SCHARP-NET-002: Cyxtera data center - assess internet bandwidth for Datto cloud sync
- Client
- SCHARP
- Priority
- High
AF Staff Training Series - Spring 2026
- Client
- Ability First
- Priority
- High
- Due
- May 28, 2026
URGENT: Patch Next.js 16.2 and 15.5 - 4 High-Severity Security Vulnerabilities
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-09-02
- Client
- Crimson IT
- Priority
- High
URGENT: Airtable acquisition by Bending Spoons - evaluate pricing impact and alternatives
- Client
- Personal
- Priority
- High
URGENT: Review Claude Sonnet 5 API pricing before August 31
- Client
- Personal
- Priority
- High
Find custom GPTs new location in updated ChatGPT + have template assistant ready for Day 2
- Client
- Karney Properties
- Priority
- High
- Due
- Jul 27, 2026
- CW Ticket
- 913531
URGENT: Airtable Acquisition - Assess Impact on AdaptoInbox, AdaptoHub, and Client Implementations
- Client
- Personal
- Priority
- High
URGENT: Next.js Security Patches - 9 CVEs (4 High) - AdaptoInbox/AdaptoHub/ChoreSteps/Counted Doors
- Client
- Personal
- Priority
- High
Reply to Kamyab (Irongate CFO) re: AI cyber resilience article — map JPMorgan recommendations to current Irongate plan. (from: Kamyab 6/11)
- Client
- Irongate
- Priority
- High
- Due
- Jun 17, 2026
AF-CONCUR-WALKTHRU
- Client
- Ability First
- Priority
- High
- Due
- May 26, 2026
DTLA-CLD-001
- Client
- DTLA Alliance
- Priority
- High
- Due
- May 11, 2026
S-62
- Client
- SCHARP
- Priority
- High
- CW Ticket
- 929234
April Inbox Summary 2026-08-05
- Client
- Crimson IT
- Priority
- High
AF-32
- Client
- Ability First
- Priority
- High
- Due
- May 19, 2026
- CW Ticket
- 928892
Investigate voided Peerless Network MSA (DocuSign); determine if re-sign needed or SCHARP moving off Peerless (ties to phone-forwarding audit). (from: DocuSign 6/12)
- Client
- SCHARP
- Priority
- High
- Due
- Jun 18, 2026
SCH-RED-GASTON
- Client
- SCHARP
- Priority
- High
- Due
- May 19, 2026
SCHARP vendor contract investigation - mailbox sweep for [TBD] cells
- Client
- SCHARP
- Priority
- High
- Due
- May 9, 2026
Alere Copilot — send scope/project plan doc to distribution list + PEC for validation
- Client
- Alere
- Priority
- High
- Due
- May 21, 2026
AF-33
- Client
- Ability First
- Priority
- High
- Due
- May 19, 2026
- CW Ticket
- 928892
April Inbox Summary 2026-08-03
- Client
- Crimson IT
- Priority
- High
Fairfield — Baker Tilly Cybersecurity Assessment Meeting
- Priority
- High
- Due
- Jul 8, 2026
AF Camp — Change cabling vendor from ComDirect to Sandler Partners
- Client
- Ability First
- Priority
- High
Determine Smarsh renewal scope; decide renew/cancel before auto-renewal. (from: Smarsh 6/11)
- Client
- Crimson IT
- Priority
- High
- Due
- Jun 20, 2026
URGENT: Airtable acquired by Bending Spoons - monitor for platform changes
- Client
- Personal
- Priority
- High
URGENT: Microsoft Patch Tuesday July 2026 - 570 CVEs, 2 Zero-Days Actively Exploited
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-07-22
- Client
- Crimson IT
- Priority
- High
Anderson — Receive tenant survey spreadsheet from Andrew Evans (blocks proposal)
- Client
- Anderson
- Priority
- High
- Due
- May 2, 2026
SCHARP - Dr. Barbour Home Office IT Visit
- Priority
- High
- Due
- May 21, 2026
URGENT: Next.js Critical Security Patch - Update All SaaS Apps Aug 26
- Client
- Personal
- Priority
- High
URGENT: Next.js security patch drops July 20 - update all SaaS projects
- Client
- Personal
- Priority
- High
Jerry: install @adamhancock/n8n-nodes-msp-ai + wire CW ticket-Completed callback to close Airtable Task / calendar / Asana (Proposal 3)
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 23, 2026
URGENT: n8n Security Incident - Metabase Breach August 3
- Client
- Personal
- Priority
- High
SCHARP — Track down ~100 failed CWRMM installs
- Client
- SCHARP
- Priority
- High
April Inbox Summary 2026-07-13
- Client
- Crimson IT
- Priority
- High
SCH-IT-MTG-001
- Client
- SCHARP
- Priority
- High
- Due
- May 20, 2026
Inventory all docking stations and identify broken/underpowered units
- Client
- SCHARP
- Priority
- High
April Inbox Summary 2026-09-14
- Client
- Crimson IT
- Priority
- High
AF-34
- Client
- Ability First
- Priority
- High
- Due
- Apr 4, 2026
- CW Ticket
- 928892
DTLA: Claude app push executed + verified 7/13 (task closed 7/16)
- Client
- DTLA Alliance
- Priority
- High
- Due
- Jul 17, 2026
- CW Ticket
- 947224
URGENT: Claude API Deprecation - Opus 4 and Sonnet 4 retire June 15
- Client
- Personal
- Priority
- High
URGENT: Google Imagen 4 API Retired Today - Check SaaS Project Integrations
- Client
- Personal
- Priority
- High
ALERE-024
- Client
- Alere
- Priority
- High
Review Camp Paivika WiFi cabling final invoice (Greg Peacher); forward to Michuan for payment approval. (from: Greg Peacher 6/9)
- Client
- Ability First
- Priority
- High
- Due
- Jun 17, 2026
TRIAGE-2026-06-23-A
- Priority
- High
- Due
- Jun 23, 2026
Reformat FY27 SCHARP budget into FY26 layout (Kashif ask)
- Client
- SCHARP
- Priority
- High
- Due
- Jul 14, 2026
URGENT: Claude Sonnet 5 API Price Increase - September 1
- Client
- Personal
- Priority
- High
ADT Installation Appointment - SCHARP
- Priority
- High
- Due
- May 8, 2026
SCHARP — Upload all @scharpca.org accounts as Contacts in SCHARP M365 tenant
- Client
- SCHARP
- Priority
- High
CIT-OLIVIA-MENTOR
- Client
- Crimson IT
- Priority
- High
- Due
- May 22, 2026
April Inbox Summary 2026-07-31
- Client
- Crimson IT
- Priority
- High
URGENT: Identity Abuse - #1 MSP Threat Vector 2026 (ConnectWise Report)
- Client
- Personal
- Priority
- High
URGENT: Update Next.js SaaS Products Before July 20 Security Patch
- Client
- Personal
- Priority
- High
Conversational onboarding spec (Week 4 exit gate)
- Priority
- High
Crimson pentest — remediate SmartDispatch + Azure findings (rotate keyvaults, close public access, harden firewall rule)
- Client
- Crimson IT
- Priority
- High
Cotsen: Complete M365 environment audit
- Priority
- High
- Due
- May 8, 2026
- CW Ticket
- 930316
Send WhisperFlow app link to Karney staff (promised in Day 1, not in recap email)
- Client
- Karney Properties
- Priority
- High
- Due
- Jul 27, 2026
- CW Ticket
- 913530
Fairfield Residential - Cybersecurity Assessment Prep Session
- Priority
- High
- Due
- Jul 6, 2026
Route SCHARP Zoom overdue invoice (A01467158) to AP + Darva; confirm payment. (from: Zoom Receivables 6/8)
- Client
- SCHARP
- Priority
- High
- Due
- Jun 16, 2026
APRIL-20260506-001
- Priority
- High
- Due
- May 8, 2026
URGENT: Next.js security vulnerabilities - patch SaaS apps
- Client
- Personal
- Priority
- High
URGENT: Verizon DBIR - AI Attack Window Now 72 Min - Review SCHARP and AbilityFirst Response SLAs
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-07-24
- Client
- Crimson IT
- Priority
- High
URGENT: Anthropic June 15 Billing Change - Action Required
- Client
- Personal
- Priority
- High
URGENT: Update Next.js to 16.2.11+ across all SaaS apps - active CVEs
- Client
- Personal
- Priority
- High
URGENT: Patch Next.js security vulnerabilities in SaaS products
- Client
- Personal
- Priority
- High
April Inbox Summary July 22, 2026
- Client
- Crimson IT
- Priority
- High
URGENT: Audit M365 Copilot Licenses - Clients Losing Office App Access
- Client
- Personal
- Priority
- High
CRIM-ITGLUE-HUDU
- Client
- Crimson IT
- Priority
- High
URGENT: Next.js Security Patch - 4 High Severity Vulnerabilities (July 20, 2026)
- Client
- Personal
- Priority
- High
URGENT: Next.js July 2026 Security Release - Update SaaS Apps Now
- Client
- Personal
- Priority
- High
URGENT: Vercel Hobby Plan Deployment Deletion - Audit Now
- Client
- Personal
- Priority
- High
ALERE-023
- Client
- Alere
- Priority
- High
- CW Ticket
- 894077
AF-CAMP-FINANCE-DOCS
- Client
- Ability First
- Priority
- High
- Due
- May 20, 2026
Karney: assign team member for ChatGPT desktop rollout + send Jason Yu install steps + answer ChatGPT invoice question
- Client
- Karney Properties
- Priority
- High
- Due
- Jul 20, 2026
URGENT: Migrate Away from Claude Legacy Workbench Before Aug 17
- Client
- Personal
- Priority
- High
URGENT: Claude Opus 4.1 Retired - Migrate to Opus 4.8 NOW
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-08-27
- Client
- Crimson IT
- Priority
- High
URGENT: Audit M365 Copilot licenses across all managed clients
- Client
- Personal
- Priority
- High
URGENT: Claude Model Deprecations June 15 - Audit All Automations
- Client
- Personal
- Priority
- High
ELD-DRBC-2026
- Client
- Eldridge Acre
- Priority
- High
- Due
- Jun 2, 2026
URGENT: Patch Next.js - 4 High CVEs in July 2026 Security Release
- Client
- Personal
- Priority
- High
URGENT: Claude Sonnet 5 Pricing Increase - Review API Cost Models Before Sept 1
- Client
- Personal
- Priority
- High
Stripe billing integration
- Priority
- High
Schedule 4 Zoom MFA training sessions + produce walkthrough video
- Client
- SCHARP
- Priority
- High
- Due
- May 15, 2026
Confidential: network activity review per Michuan (two staff)
- Client
- Ability First
- Priority
- High
- Due
- Jul 23, 2026
- CW Ticket
- 961006
URGENT: Upgrade Next.js to 16.3 - Critical Security Vulnerabilities
- Client
- Personal
- Priority
- High
AF-EXCEL-S2
- Client
- Ability First
- Priority
- High
- Due
- May 21, 2026
URGENT: Patch Next.js Apps for July 2026 Security Vulnerabilities
- Client
- Personal
- Priority
- High
URGENT: Cisco ASA/FTD VPN exploit - notify SCHARP and AbilityFirst
- Client
- Personal
- Priority
- High
Alere Copilot — set up recurring weekly Teams meeting (Thursdays 11:30–12:00, starting Thu 6/4)
- Client
- Alere
- Priority
- High
- Due
- May 21, 2026
URGENT: Next.js Security Patch - AdaptoInbox, AdaptoHub, ChoreSteps, Counted Doors
- Client
- Personal
- Priority
- High
URGENT: Anthropic June 15 Billing Change - Choose Claude Code Tier
- Priority
- High
Update Exchange shared mailboxes - work with Jessica
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-09-01
- Client
- Crimson IT
- Priority
- High
- Due
- Sep 1, 2026
Review AF Microsoft license renewal summary (renews 10/29/2026); identify reductions incl Copilot seats before the renewal window. (from: Christian Renz Mendoza 6/9)
- Client
- Ability First
- Priority
- High
- Due
- Oct 8, 2026
URGENT: Claude Sonnet 5 Pricing Change - Promotional Rate Ends August 31
- Client
- Personal
- Priority
- High
[MINION: Nadia] AF HIPAA cleanup — verify CURRENT account counts and correct stale task. Pull live read-only count from AF tenant via Graph: (1) enabled-but-unlicensed accounts, (2) accounts with no sign-in 90+ days. Task #909155 carries stale STARTING figures (618 unlicensed @ 4/15, 192 stale @ 3/31); actuals are now lower per Christi. Update #909155 + the Airtable task with current numbers so briefings stop reporting old totals. Do NOT delete/disable accounts without Christi + AF approval — counts only.
- Client
- Ability First
- Priority
- High
- CW Ticket
- 909155
URGENT: Microsoft Copilot URL Change Aug 18 - Notify MSP Clients
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-09-08
- Client
- Crimson IT
- Priority
- High
AF — Send all-staff email on OAuth device code phishing + QR code guidance
- Client
- Ability First
- Priority
- High
April Inbox Summary 2026-09-07
- Client
- Crimson IT
- Priority
- High
ALERE-028
- Client
- Alere
- Priority
- High
- CW Ticket
- 939712
April Inbox Summary 2026-08-11
- Client
- Crimson IT
- Priority
- High
ADM-E5-001
- Client
- Admail West
- Priority
- High
- Due
- May 20, 2026
Confirm AP placement with Kelly Privitt for Camp Paivika install (3-4 APs in Lodge + 1 at director's house)
- Client
- Ability First
- Priority
- High
- Due
- May 15, 2026
- CW Ticket
- 902189
Reply: Kevin Thomas - DTLA Alliance Claude Team Cost Structure
- Client
- DTLA Alliance
- Priority
- High
- CW Ticket
- 938856
Cotsen: Pull survey responses from Microsoft Forms
- Priority
- High
- Due
- Apr 10, 2026
- CW Ticket
- 930316
URGENT: BeyondTrust Auth Bypass - Advise SCHARP and AbilityFirst
- Client
- Personal
- Priority
- High
URGENT: Anthropic 30-Day Mandatory Data Retention - Review API Contracts
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-07-29
- Client
- Crimson IT
- Priority
- High
URGENT: Patch Next.js after security release July 20 (4 HIGH vulns - AdaptoInbox, AdaptoHub, ChoreSteps, Counted Doors)
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-08-31
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-09-03
- Client
- Crimson IT
- Priority
- High
URGENT: Next.js Critical RCE Vulnerabilities - Upgrade Required
- Client
- Personal
- Priority
- High
URGENT: Next.js Security Vulnerabilities - Update All Next.js Apps Now
- Client
- Personal
- Priority
- High
URGENT: Patch Next.js Security Vulnerabilities - 9 CVEs (4 High) in All SaaS Products
- Client
- Personal
- Priority
- High
Prep for Lana Copilot working session (Thursday)
- Client
- Ability First
- Priority
- High
- Due
- Jul 23, 2026
- CW Ticket
- 961006
URGENT: Update Next.js - 9 Security CVEs (4 High) - AdaptoInbox, AdaptoHub, ChoreSteps, Counted Doors
- Client
- Personal
- Priority
- High
Alere: pilot-group meeting 7/22 2:30 PM - walk their questions list
- Priority
- High
- Due
- Jul 22, 2026
April Inbox Summary 07-14-2026
- Client
- Crimson IT
- Priority
- High
Cotsen: Finalize AI Usage Policy and deliver training
- Priority
- High
- Due
- May 15, 2026
- CW Ticket
- 930316
SCHARP-NET-003: Industry Way sites (HQ) - recurring WAN2 outages
- Client
- SCHARP
- Priority
- High
Cotsen: Develop training materials
- Priority
- High
- Due
- May 20, 2026
- CW Ticket
- 930316
AF 2027 compliance/DLP strategy - build implementation plan for email encryption, DLP rules, password policies, Teams PHI review
- Client
- Ability First
- Priority
- High
- Due
- Apr 11, 2026
URGENT: Patch Next.js - 9 CVEs including 4 High (DoS, SSRF)
- Priority
- High
April: resolve Fri 7/17 9AM four-way collision + Tue 7/21 11-2 cascade + clean AF mirror duplicates
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 16, 2026
ALERE-017
- Client
- Alere
- Priority
- High
URGENT: Adobe ColdFusion CVE-2026-48282 - CISA Active Exploitation Advisory
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-08-06
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-08-24
- Client
- Crimson IT
- Priority
- High
Confirm Camp internet carrier with Kelly Privitt - did she receive ComDirect ISP quote?
- Client
- Ability First
- Priority
- High
- Due
- May 15, 2026
- CW Ticket
- 902189
SCHARP — Deliver computer inventory to Dr. B (replacement planning)
- Client
- SCHARP
- Priority
- High
DTLA-POL-005
- Client
- DTLA Alliance
- Priority
- High
- Due
- May 19, 2026
Alere Copilot — Phase 1: validate external audit findings + design DLP/sensitivity/retention package for sign-off
- Client
- Alere
- Priority
- High
- Due
- Jun 6, 2026
SCHARP — M365 migration audit + Q3/Q4 execution
- Client
- SCHARP
- Priority
- High
April Inbox Summary 2026-08-28
- Client
- Crimson IT
- Priority
- High
Alere Copilot — verify security stack (Sophos transition) + confirm Global Relay journaling intact
- Client
- Alere
- Priority
- High
- Due
- May 28, 2026
URGENT: Adjust Budget for Claude Sonnet 5 Price Increase - Sept 1 Deadline
- Client
- Personal
- Priority
- High
BrightGauge: Remove Brightgage datasource / report per Anzor request
- Priority
- High
- Due
- Apr 26, 2026
URGENT: Review Claude Sonnet 5 API pricing before Aug 31
- Client
- Personal
- Priority
- High
AdaptoIT — Blog post: OAuth device code phishing for SMB M365
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-07-16
- Client
- Crimson IT
- Priority
- High
Confirm + calendar next week's AI trainings: Karney AI University and Barker Claude sessions (nothing on calendar 7/20-7/24 yet)
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 17, 2026
April Inbox Summary 2026-08-07
- Client
- Crimson IT
- Priority
- High
- Due
- Aug 7, 2026
AF Camp - Contact Kelly Privett re: network upgrade decisions
- Client
- Ability First
- Priority
- High
- Due
- May 7, 2026
April Inbox Summary 2026-08-04
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-08-20
- Client
- Crimson IT
- Priority
- High
Roll out SCHARP weekly anonymous staff survey
- Client
- SCHARP
- Priority
- High
- Due
- Jul 24, 2026
- CW Ticket
- 961007
Complete KnowBe4 training: QR Codes – Safe Scanning (4 days left)
- Priority
- High
- Due
- Apr 30, 2026
APRIL-20260506-003
- Priority
- High
- Due
- May 6, 2026
Audit lingering active accounts (Julie in finance flagged)
- Client
- SCHARP
- Priority
- High
URGENT: Next.js Critical Security Release - Patch Aug 26
- Client
- Personal
- Priority
- High
URGENT: Upgrade all SaaS apps to Next.js 16.3 - active security CVEs
- Client
- Personal
- Priority
- High
DTLA Alliance — Draft comprehensive IT policy (companion to IR plan)
- Priority
- High
- Due
- May 22, 2026
Alere Copilot — create shared Teams channel + post scope doc & curated training links
- Client
- Alere
- Priority
- High
- Due
- May 22, 2026
Train agents on CW Projects tracking - briefing, April triage, Segrid monitoring
- Client
- Crimson IT
- Priority
- High
AF-EXCEL-FU-001
- Client
- Ability First
- Priority
- High
- Due
- May 20, 2026
Offboard Latisha Barbera - deactivate all access (UKG, NAPPA, RELIAS, CareLogic, badge, email, roster)
- Client
- SCHARP
- Priority
- High
- Due
- May 6, 2026
Alere: pilot training DELIVERED 7/8 (task closed 7/16 - was created on stale data)
- Client
- Alere
- Priority
- High
- Due
- Jul 17, 2026
April Inbox Summary 2026-08-19
- Client
- Crimson IT
- Priority
- High
Complete KnowBe4 overdue compliance training (8 courses)
- Client
- Crimson IT
- Priority
- High
- Due
- May 9, 2026
SCHARP - ADT Security Installation Appointment
- Priority
- High
- Due
- May 13, 2026
Anderson — Draft Power Apps canvas dashboard proposal (with Vincent)
- Client
- Anderson
- Priority
- High
- Due
- May 8, 2026
Reply: Kathy Cobb - AF Verizon Device Agreement
- Client
- Ability First
- Priority
- High
DTLA Alliance — Rewrite Cybersecurity Incident Response Plan (after contact list)
- Priority
- High
- Due
- May 22, 2026
Finish DTLA Alliance policy redlines + add Christi's notes
- Client
- DTLA Alliance
- Priority
- High
- Due
- Jul 14, 2026
Cotsen — Run DLP scans and deliver findings report (CW #774200)
- Priority
- High
April Inbox Summary 2026-08-21
- Client
- Crimson IT
- Priority
- High
April Inbox Summary 2026-08-12
- Client
- Crimson IT
- Priority
- High
Obtain Peerless bandwidth upgrade quotes for HQ site and datacenter
- Client
- SCHARP
- Priority
- High
ADT Installation Appointment - SCHARP
- Priority
- High
- Due
- May 7, 2026
URGENT: Claude Sonnet 5 pricing increase Sept 1
- Client
- Personal
- Priority
- High
SCHARP — email Eldridge (Paul) itemizing SEC-required vs not-required docs + finalize EAP deliverables
- Client
- SCHARP
- Priority
- High
- Due
- May 22, 2026
AF Camp - Resend quote to Michonne + process deposit
- Client
- Ability First
- Priority
- High
- Due
- May 9, 2026
Verify pending Claude workspace invites resent to Karney attendees
- Client
- Karney Properties
- Priority
- High
- Due
- Jul 27, 2026
- CW Ticket
- 913531
April Inbox Summary 2026-07-21
- Client
- Crimson IT
- Priority
- High
SCHARP — Continue manual RMM install during Narcan training waves + walk-ins
- Client
- SCHARP
- Priority
- High
April Inbox Summary 2026-07-30
- Client
- Crimson IT
- Priority
- High
Dewey: reconcile 10 overlapping time-entry pairs 7/9-7/16 (priority: 7/14 five-entry pileup) + confirm 7/9 under-band
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 17, 2026
April Inbox Summary 2026-08-10
- Client
- Crimson IT
- Priority
- High
Jerry: build n8n HITL approval flow for billable/PSA writes (Proposal 2c)
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 22, 2026
Update medical records release policy + schedule staff training
- Client
- SCHARP
- Priority
- High
S-66
- Client
- SCHARP
- Priority
- High
- CW Ticket
- 929234
Alere Copilot — weekly status email every Friday EOD (first one this Fri 5/22)
- Client
- Alere
- Priority
- High
- Due
- May 22, 2026
S-63
- Client
- SCHARP
- Priority
- High
- CW Ticket
- 929234
April Inbox Summary 2026-09-11
- Client
- Crimson IT
- Priority
- High
- Due
- Sep 11, 2026
URGENT: Microsoft 365 Price Increases Effective July 1 - Client Renewal Action
- Client
- Personal
- Priority
- High
Cotsen - CoPilot Readiness Review Meeting | Fri 5/8 at 4 PM PDT
- Priority
- High
URGENT: Claude Sonnet 5 pricing increase effective Sept 1 - review API budget
- Client
- Personal
- Priority
- High
Anderson — Receive 'sun, moon, stars' wishlist from Andrew (blocks proposal scope)
- Client
- Anderson
- Priority
- High
- Due
- May 2, 2026
AF-CAMP-DEP-CONFIRM
- Client
- Ability First
- Priority
- High
- Due
- May 20, 2026
- CW Ticket
- 902189
April Inbox Summary 2026-07-15
- Client
- Crimson IT
- Priority
- High
Wayfinder Pre-Migration Training Session
- Priority
- High
- Due
- Jun 25, 2026
April Inbox Summary 2026-07-28
- Client
- Crimson IT
- Priority
- High
AF-24
- Client
- Ability First
- Priority
- High
- Due
- Mar 31, 2026
- CW Ticket
- 909155
Verify Olivia resolved Michuan's F5 Platform Upgrade question; confirm new POC replacing Kelly Privitt. (from: Michuan 6/9)
- Client
- Ability First
- Priority
- High
- Due
- Jun 16, 2026
AF-CAMP-ONSITE-522
- Client
- Ability First
- Priority
- High
- Due
- May 22, 2026
- CW Ticket
- 902189
Reply: Carl Gayden - AF Capital Tracker as of 4/30/26
- Client
- Ability First
- Priority
- High
Coordinate with Gabby to schedule Camp internet failover test (Pete requested); notify Michuan of date. (from: Pete Braitsch 6/12)
- Client
- Ability First
- Priority
- High
- Due
- Jun 20, 2026
April Inbox Summary 2026-08-14
- Client
- Crimson IT
- Priority
- High
Cotsen — Finalize staff training guide (CW #774200)
- Priority
- High
Check Avalon Claude integration status; verify Olivia followed up; reply to client. (from: CW #946431 6/12)
- Client
- Avalon
- Priority
- High
- Due
- Jun 17, 2026
- CW Ticket
- 946431
COT-S3
- Priority
- High
- Due
- May 22, 2026
URGENT: Claude Sonnet 5 pricing increases Sept 1 - review SaaS product API costs
- Client
- Personal
- Priority
- High
Schedule meeting with new AF HR person - tomorrow 4/28
- Client
- Ability First
- Priority
- High
April Inbox Summary 2026-07-27
- Client
- Crimson IT
- Priority
- High
Send Starlink delay explanation to Sergio AND Kelly
- Client
- Ability First
- Priority
- High
- Due
- Jul 22, 2026
- CW Ticket
- 961006
April Inbox Summary 2026-07-17
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 17, 2026
Review Network Solutions SCHARP domain renewal; confirm scope + cost before auto-renewal. (from: Network Solutions 6/15)
- Client
- SCHARP
- Priority
- High
- Due
- Jun 18, 2026
URGENT: Migrate Apps Off Claude 1M Token Context Beta
- Client
- Personal
- Priority
- High
April Inbox Summary 2026-09-09
- Client
- Crimson IT
- Priority
- High
URGENT: BeyondTrust Auth Bypass - Notify and Patch MSSP Clients
- Client
- Personal
- Priority
- High
DTLA Alliance — Write formal 4/29 tabletop report with sign-off block
- Priority
- High
- Due
- May 15, 2026
Cotsen: Schedule and hold stakeholder meeting
- Priority
- High
- Due
- Apr 17, 2026
- CW Ticket
- 930316
URGENT: Patch Next.js apps after July 20 security release (4 high CVEs)
- Client
- Personal
- Priority
- High
Cotsen: finish OpenAI/ChatGPT RMM push to all machines
- Priority
- High
- Due
- Jul 22, 2026
Review 2 pending Adobe app requests
- Priority
- High
- Due
- Apr 26, 2026
Reply to Sergio confirming you will lead Starlink implementation at Camp; clarify timeline expectations. (from: Sergio 6/15)
- Client
- Ability First
- Priority
- High
- Due
- Jun 15, 2026
COT-S2
- Priority
- High
- Due
- May 21, 2026
April Inbox Summary 2026-07-23
- Client
- Crimson IT
- Priority
- High
SCHARP — Procure ~50 YubiKeys for hourly desktop users (no phone MFA)
- Client
- SCHARP
- Priority
- High
April Inbox Summary 2026-08-25
- Client
- Crimson IT
- Priority
- High
DTLA-POL-001
- Client
- DTLA Alliance
- Priority
- High
- Due
- May 16, 2026
Send Anzor the updated SCHARP training documents
- Client
- Crimson IT
- Priority
- High
- Due
- Jul 22, 2026
Wayfinder IT Training — June 15, 10am
- Priority
- High
- Due
- Jun 15, 2026
April Inbox Summary 2026-09-15
- Client
- Crimson IT
- Priority
- High
- Due
- Sep 15, 2026
AF-44
- Client
- Ability First
- Priority
- High
- CW Ticket
- 929963
April Inbox Summary 2026-08-26
- Client
- Crimson IT
- Priority
- High
Review Meraki license renewal Quote 7479 (AF, expires Sept 17); advise Michuan on 1yr vs 3yr. (from: Aivee Salvame 6/9)
- Client
- Ability First
- Priority
- High
- Due
- Jun 20, 2026
SCHARP — Billing decision: switch to per-device RMM billing after 3-month ramp
- Client
- SCHARP
- Priority
- High
April Inbox Summary 2026-07-23
- Client
- Crimson IT
- Priority
- High
COT-VIDEOS-001
- Priority
- High
- Due
- May 22, 2026
Finalize Verizon cost-reduction package with David
- Client
- SCHARP
- Priority
- High
- Due
- Jul 24, 2026
- CW Ticket
- 961007
April Inbox Summary 2026-07-20
- Client
- Crimson IT
- Priority
- High
Lunch: Michuan Fleming (AF) + Dr. Barbour (SCHARP CEO) — June 18
- Priority
- High
- Due
- Jun 18, 2026
AF Camp — Get Kelly Privett's decisions in person next week
- Client
- Ability First
- Priority
- High
S-65
- Client
- SCHARP
- Priority
- High
- CW Ticket
- 929234
Cotsen: Board progress report
- Priority
- High
- Due
- May 15, 2026
- CW Ticket
- 930316
SCHARP — Uninstall CrowdStrike and push Huntress during uninstall window
- Client
- SCHARP
- Priority
- High
April Inbox Summary 2026-08-18
- Client
- Crimson IT
- Priority
- High
Conversational Onboarding Chatbot
- Priority
- High
CW TICKET NEEDED: AF_supervisors email distro update — sprestonrosby request
- Priority
- High
Reply: Tim Van Metter - Per Scholas Tech Talent Partnership (240 hrs)
- Client
- Crimson IT
- Priority
- Low
Blog: ScalePad LMX — what's new, why it matters for MSPs, practical review
- Client
- Personal
- Priority
- Low
Note: Anzor enabled SSO on GitHub via Azure - verify next login works correctly
- Client
- Crimson IT
- Priority
- Low
- Due
- May 7, 2026
AF-13
- Client
- Ability First
- Priority
- Low
- CW Ticket
- 918761
SCHARP-NET-007: BDO auditor invoice confirmation still pending
- Client
- SCHARP
- Priority
- Low
FYI: Erin Hill (SCHARP HR) is OOO
- Priority
- Low
- Due
- May 26, 2026
ALERE-022
- Client
- Alere
- Priority
- Low
Reply: Robin Moten - SCHARP Keycard Photo
- Client
- SCHARP
- Priority
- Low
ALERE-020
- Client
- Alere
- Priority
- Low
Erin Hill OOO - Vacation (verify dates from OOO email)
- Priority
- Low
APRIL-0427-009
- Priority
- Low
- Due
- Apr 27, 2026
Contact Telesystems re: invoice delivery/handling
- Client
- Crimson IT
- Priority
- Low
- Due
- Jul 28, 2026
Alere Copilot — doc fix: correct pilot user 'Mark' surname (ends in R not E)
- Client
- Alere
- Priority
- Low
- Due
- May 21, 2026
Intern project-based JD framework (training intern + data mgmt intern)
- Client
- Ability First
- Priority
- Low
- Due
- Jul 31, 2026
- CW Ticket
- 961006
Arc — reuse SEC tabletop/compliance doc set for end-of-June SEC filing
- Priority
- Low
Follow up: Ashley Diehl walk meeting report (forwarded 5/5)
- Client
- Crimson IT
- Priority
- Low
- Due
- May 9, 2026
Schedule Planful training completion with Susanna Deng
- Client
- Ability First
- Priority
- Low
Camp Paivika POTS lines - confirm if elevator phones still active (separate future item)
- Client
- Ability First
- Priority
- Low
- Due
- Jun 30, 2026
September program site sit-downs: build rubric/Q&A template (ELA, Long Beach, LLF)
- Client
- Ability First
- Priority
- Low
- Due
- Aug 28, 2026
- CW Ticket
- 961006
ALERE-029
- Client
- Alere
- Priority
- Low
AF-16
- Client
- Ability First
- Priority
- Low
- Due
- Mar 21, 2026
Consult with John on walk-in time tracking approach for on-site staff
- Client
- SCHARP
- Priority
- Low
Bonusly pricing/proposal for SCHARP recognition
- Client
- SCHARP
- Priority
- Low
- Due
- Jul 28, 2026
- CW Ticket
- 961007
Radar AI News 2026-07-24
- Client
- Personal
- Priority
- Medium
ALERE-019
- Client
- Alere
- Priority
- Medium
- CW Ticket
- 929470
Scope Karney data-integration project (property/tenant data auto-populating leases and notices)
- Client
- Karney Properties
- Priority
- Medium
- Due
- Jul 29, 2026
- CW Ticket
- 957259
Radar AI News 2026-08-14
- Client
- Personal
- Priority
- Medium
Reply: Susanna Deng - AF Lenovo Lease 2nd Agreement (10 pcs)
- Client
- Ability First
- Priority
- Medium
AF-39
- Client
- Ability First
- Priority
- Medium
- CW Ticket
- 921195
CIT-10
- Client
- Crimson IT
- Priority
- Medium
- Due
- Mar 14, 2026
Dashboard Accuracy metric
- Priority
- Medium
Follow up: Olivia Pannell escalations - Razors Edge access for Lana + Camp Paivika Quote 7013
- Client
- Ability First
- Priority
- Medium
- Due
- May 8, 2026
AF-10
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 14, 2026
Radar AI News 2026-08-05
- Client
- Personal
- Priority
- Medium
Clear downstairs main-line voicemail box (200+ messages)
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
Reply: Aivee Salvame - Quote 7468 New iPad
- Client
- Crimson IT
- Priority
- Medium
Radar AI News 2026-07-15
- Client
- Personal
- Priority
- Medium
Radar AI News 2026-07-13
- Client
- Personal
- Priority
- Medium
ALERE-021
- Client
- Alere
- Priority
- Medium
Radar AI News 2026-07-31
- Client
- Personal
- Priority
- Medium
Radar AI News 2026-07-14
- Client
- Personal
- Priority
- Medium
DTLA-POL-004
- Client
- DTLA Alliance
- Priority
- Medium
- Due
- May 16, 2026
Araceli food receipt - locate and route to April for credit
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
Radar AI News 2026-08-03
- Client
- Personal
- Priority
- Medium
Reply: Jeremy Sidell - AF Verizon Follow-Up Notes
- Client
- Ability First
- Priority
- Medium
Radar AI News July 21, 2026
- Client
- Personal
- Priority
- Medium
Build PA Flow 5 — Teams Messages to OneDrive for daily briefing
- Client
- Crimson IT
- Priority
- Medium
- Due
- Mar 14, 2026
Karney: build AI training (Copilot + OpenAI + Claude + fundamentals) w/ Jason's use cases
- Priority
- Medium
- Due
- Jul 31, 2026
- CW Ticket
- 961009
Radar AI News 2026-08-04
- Client
- Personal
- Priority
- Medium
AF-DIR-CADENCE
- Client
- Ability First
- Priority
- Medium
SCHARP-NET-006: Complete Peerless account transition from Lorenzo Young
- Client
- SCHARP
- Priority
- Medium
Radar AI News 2026-08-25
- Client
- Personal
- Priority
- Medium
Reply to Kelly Privitt re: scheduling availability (open afternoon May 22 through mid-June)
- Client
- Crimson IT
- Priority
- Medium
- Due
- May 8, 2026
S-64
- Client
- SCHARP
- Priority
- Medium
- CW Ticket
- 929234
Hybrid cron schedule (vercel.json)
- Priority
- Medium
Follow up on SharePoint assessment responses — limited replies past 3/10 due date
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 21, 2026
SCHARP-NET-005: Peerless account balance nearing credit limit
- Client
- SCHARP
- Priority
- Medium
S-68
- Client
- SCHARP
- Priority
- Medium
- Due
- Apr 4, 2026
- CW Ticket
- 928890
Camp wiring week (May 26) — confirm schedule with Kelly, facilities must break up concrete for conduit
- Client
- Ability First
- Priority
- Medium
- Due
- May 23, 2026
Alere Copilot — Phase 1: review 22 app registrations/service principals + report-only CA policy (with PEC)
- Client
- Alere
- Priority
- Medium
- Due
- Jun 6, 2026
Radar AI News 2026-08-24
- Client
- Personal
- Priority
- Medium
Remote-fix any Karney desktop installs still stuck at admin prompt after reboot
- Client
- Karney Properties
- Priority
- Medium
- Due
- Jul 28, 2026
- CW Ticket
- 913531
ALERE-026
- Client
- Alere
- Priority
- Medium
Radar AI News 2026-07-27
- Client
- Personal
- Priority
- Medium
Crimson — Document Thread AI chatbot expansion scope/time/benefit (with Olivia)
- Client
- Crimson IT
- Priority
- Medium
AF-15
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 21, 2026
Reply: Gloria Rodriguez - Verizon Account Follow-up
- Client
- Ability First
- Priority
- Medium
Cotsen — Decision: early Copilot access for testing vs wait
- Priority
- Medium
AF-HR-OFFBOARD-MTG
- Client
- Ability First
- Priority
- Medium
- Due
- May 26, 2026
Radar AI News 2026-08-17
- Client
- Personal
- Priority
- Medium
ADT-2026-05-08
- Priority
- Medium
- Due
- May 8, 2026
Cotsen — Identify account manager (Mike or Vincent)
- Priority
- Medium
AF-26
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 31, 2026
- CW Ticket
- 909155
Radar AI News 2026-08-26
- Client
- Personal
- Priority
- Medium
Radar AI News 2026-07-20
- Client
- Personal
- Priority
- Medium
Alere Copilot — get PEC contact list from Giancarlo + add to meetings/channel
- Client
- Alere
- Priority
- Medium
- Due
- May 23, 2026
Radar AI News 2026-07-16
- Client
- Personal
- Priority
- Medium
Add Lana + Shane to AF Claude Team subscription; include in training
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 23, 2026
- CW Ticket
- 961006
ALERE-027
- Client
- Alere
- Priority
- Medium
AF-EXCEL-S2-REMIND
- Client
- Ability First
- Priority
- Medium
- Due
- May 20, 2026
Follow up with Kevin Thomas (DTLA) — Claude Enterprise kickoff + SSO green light
- Client
- DTLA Alliance
- Priority
- Medium
- Due
- Jun 15, 2026
Radar AI News 2026-07-29
- Client
- Personal
- Priority
- Medium
Reply: Robert Featherstone - SCHARP Locations Request
- Client
- SCHARP
- Priority
- Medium
Route remaining SCHARP vendor invoices to AP + Darva: Digital Realty colo (6/8), Verizon allocations (2VisCom now auto-forwarded by new workflow). (from: multiple SCHARP invoices)
- Client
- SCHARP
- Priority
- Medium
- Due
- Jun 17, 2026
CIT-TABLETOP-RUNBOOK
- Client
- Crimson IT
- Priority
- Medium
- CW Ticket
- 948281
ALERE-025
- Client
- Alere
- Priority
- Medium
Radar AI News August 11, 2026
- Client
- Personal
- Priority
- Medium
Ongoing Chatbot Training
- Priority
- Medium
Anderson — Schedule combined proposal review + Claude AI session with Rebecca Reyna
- Client
- Anderson
- Priority
- Medium
- Due
- May 9, 2026
ARC-1
- Priority
- Medium
- CW Ticket
- 923567
TRIAGE-2026-06-23-B
- Priority
- Medium
- Due
- Jul 6, 2026
Radar AI News 2026-08-20
- Client
- Personal
- Priority
- Medium
Radar AI News 2026-07-30
- Client
- Personal
- Priority
- Medium
Radar AI News 2026-07-23
- Client
- Personal
- Priority
- Medium
AF-VZN-MTG
- Client
- Ability First
- Priority
- Medium
- Due
- May 22, 2026
S-61
- Client
- SCHARP
- Priority
- Medium
- CW Ticket
- 929234
AF-TELE-FU
- Client
- Ability First
- Priority
- Medium
- Due
- May 20, 2026
Reply to Jessica Bernal re: NetSuite integration into SQL Server - schedule call
- Client
- Irongate
- Priority
- Medium
- Due
- May 9, 2026
Reply: Chinkee Gatchalian - AF Comms Computer Specs
- Client
- Ability First
- Priority
- Medium
Radar AI News 2026-07-22
- Client
- Personal
- Priority
- Medium
Account deletion functionality
- Priority
- Medium
Radar AI News 2026-08-06
- Client
- Personal
- Priority
- Medium
Cotsen — Send Microsoft '3 commitments' terminology to Kamya
- Priority
- Medium
Radar AI News 2026-08-10
- Client
- Personal
- Priority
- Medium
ALR-COP-ACCEPT
- Client
- Alere
- Priority
- Medium
- Due
- May 20, 2026
Follow up: Cotsen CA Policies 1009+1010 report-only mode question (sent to Anton Mark 5/6)
- Client
- BetaBionics
- Priority
- Medium
- Due
- May 8, 2026
AF-40
- Client
- Ability First
- Priority
- Medium
- CW Ticket
- 921197
Radar AI News 2026-07-17
- Client
- Personal
- Priority
- Medium
AF-28
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 31, 2026
- CW Ticket
- 909155
AF-43
- Client
- Ability First
- Priority
- Medium
- CW Ticket
- 928413
Reply: Andrew Evans - Anderson Project Pending Materials
- Client
- Crimson IT
- Priority
- Medium
- CW Ticket
- 937087
Follow up on Zoom account POC - Christian Taft intro
- Client
- SCHARP
- Priority
- Medium
- Due
- May 9, 2026
Radar AI News August 12, 2026
- Client
- Personal
- Priority
- Medium
Follow up with Andrew Evans (Anderson) re: AI/Claude working session if no reply
- Client
- Anderson
- Priority
- Medium
- Due
- Jun 15, 2026
Approve Jessica Diaz Google Sheets access - Expense Reimbursement Form
- Client
- SCHARP
- Priority
- Medium
- Due
- May 7, 2026
AF-38
- Client
- Ability First
- Priority
- Medium
- CW Ticket
- 921097
AF-PASADENA-MON
- Client
- Ability First
- Priority
- Medium
COT-FORMS-FIX
- Priority
- Medium
- Due
- May 20, 2026
AF-36
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 28, 2026
- CW Ticket
- 928892
Cotsen — Schedule tabletop exercise post-AI rollout
- Priority
- Medium
Reply: Jannes Hurter - CDW Quote PWLK336 Purchase Follow-up
- Client
- Crimson IT
- Priority
- Medium
Cotsen — Confirm AI committee members (Kamya owns, Christi follow-up)
- Priority
- Medium
AF-45
- Client
- Ability First
- Priority
- Medium
- CW Ticket
- 929972
Camp director update: Starlink + antennas shipping status
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 23, 2026
- CW Ticket
- 961006
Confirm equipment hold approach with Sergio
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
Radar AI News 2026-07-28
- Priority
- Medium
CIT-THREAD-PREMIUM
- Client
- Crimson IT
- Priority
- Medium
- Due
- May 20, 2026
Radar AI News 2026-08-21
- Client
- Personal
- Priority
- Medium
Review Crimson IT 401(k) transition to Empower; personal action deadline July 13. (from: Elisa Castrodes 6/8)
- Client
- Personal
- Priority
- Medium
- Due
- Jul 10, 2026
Reply: Susanna Deng - AF Closed Site Invoices Follow-up
- Client
- Ability First
- Priority
- Medium
AF-31
- Client
- Ability First
- Priority
- Medium
- Due
- Apr 30, 2026
- CW Ticket
- 909155
CIT-15
- Client
- Crimson IT
- Priority
- Medium
- Due
- Mar 21, 2026
ChatGPT new-version guide (and possibly video) for Karney staff
- Client
- Karney Properties
- Priority
- Medium
- Due
- Aug 7, 2026
- CW Ticket
- 957259
Radar AI News 2026-08-13
- Client
- Personal
- Priority
- Medium
Radar AI News 2026-08-19
- Client
- Personal
- Priority
- Medium
Review AnswerConnect after-hours calls: Liviu Olteanu (213-219-5883, LA) + Fred Groth repeat call
- Client
- Crimson IT
- Priority
- Medium
- Due
- May 7, 2026
SCHARP-NET-004: Vermont Ave sites - recurring service alerts
- Client
- SCHARP
- Priority
- Medium
Beta Testing Program Setup
- Priority
- Medium
SCHARP camera systems assessment - Kashif/Rick coordination
- Client
- SCHARP
- Priority
- Medium
- Due
- May 13, 2026
Schedule ELT/Finance/HR cybersecurity training - get dates from Carl, Michuan, Sergio
- Client
- Ability First
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961006
Karney: track OpenAI app rollout + heads-up to Jason; monitor LT14/LTL1 installs
- Priority
- Medium
- Due
- Jul 24, 2026
- CW Ticket
- 961009
AF-13
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 16, 2026
Radar AI News 2026-08-18
- Client
- Personal
- Priority
- Medium
S-56
- Client
- SCHARP
- Priority
- Medium
- Due
- Mar 14, 2026
CIT-16
- Client
- Crimson IT
- Priority
- Medium
- Due
- Apr 11, 2026
- CW Ticket
- 928890
Signal Partners — discuss $75/workstation minimum recurring fee with Tim
- Client
- Crimson IT
- Priority
- Medium
- Due
- Mar 21, 2026
AF-11
- Client
- Ability First
- Priority
- Medium
- Due
- Mar 14, 2026
Avalon: follow up Vance + Mike, schedule next-week meeting, Julius Cloud Enterprise setup
- Priority
- Medium
- Due
- Jul 24, 2026
Anderson — Investigate Key Watcher software ticket (Christi flagged no context)
- Client
- Anderson
- Priority
- Medium
- Due
- May 2, 2026
Verify cesar.portillo@scharpca.org Google security alerts (new sign-in + passkey) are legitimate; check with Gaston. (from: Google Security Alert 6/9+6/14)
- Client
- SCHARP
- Priority
- Medium
- Due
- Jun 16, 2026
DTLA-POL-003
- Client
- DTLA Alliance
- Priority
- Medium
- Due
- May 16, 2026
DTLA-POL-002
- Client
- DTLA Alliance
- Priority
- Medium
- Due
- May 16, 2026
Alere — advise on iPad deployment for property managers (field app) + Intune enrollment
- Client
- Alere
- Priority
- Medium
- Due
- May 28, 2026
Radar AI News 2026-08-07
- Client
- Personal
- Priority
- Medium
Reply: Sharon Peirce - Mandated Reporter Sign Off
- Client
- Personal
- Priority
- Medium
Alere Copilot project (2695) status check
- Client
- Alere
- Priority
- Normal
- Due
- Jul 14, 2026
Jerry + April: build email-capture flow that WRITES records (Outlook flag/forward -> n8n -> Claude -> CW note + Airtable Task in one run) (Proposal 5, after 1-3)
- Client
- Crimson IT
- Priority
- Normal
- Due
- Jul 28, 2026
Set up intern program with Tim (interim): 2 interns - training + data management
- Client
- Ability First
- Priority
- Normal
Wayfinder IT SharePoint & Teams Training (client IT event - calendar pending)
- Priority
- Normal
Alere Copilot — future: data/folder restructure for Copilot results + MRI/Argus AI integration
- Client
- Alere
- Priority
- Normal
Confirm with Sergio: hold spare (newer) computer until requested; budget replacement FY next year
- Client
- Ability First
- Priority
- Normal
Complete hardware inventory for remaining ~100 devices
- Client
- SCHARP
- Priority
- Normal
- Due
- Apr 30, 2026
Review La Costa Telecom Quote — AbilityFirst HQ (forwarded by Jose)
- Priority
- Normal
Provide SCHARP IT credit card for Azure free-tier exploration
- Client
- SCHARP
- Priority
- Normal
- Due
- Apr 30, 2026
Complete desktop icon update to new IT portal
- Client
- SCHARP
- Priority
- Normal
- Due
- Apr 18, 2026
Brett and Christi reconnect on Claude/Azure — 1 Hour
- Priority
- Normal
- Due
- Jun 17, 2026
Perplexity AI / CoPilot Demo - WestFin client meeting (George hosting)
- Priority
- Normal
- Due
- May 26, 2026
Reply to Kevin Thomas re: DTLA Policy Package — confirm back from OOO + give delivery timeline. (from: Kevin Thomas 6/11)
- Client
- DTLA Alliance
- Priority
- URGENT
- Due
- Jun 15, 2026
Follow up with Michuan Fleming on Camp Paivika Quote 7013 signature + $11K deposit to ComDirect
- Client
- Ability First
- Priority
- URGENT
- Due
- May 8, 2026
- CW Ticket
- 902189
Expedite Larissa (East LA) new program supervisor setup
- Client
- Ability First
- Priority
- URGENT
- Due
- Jul 22, 2026
- CW Ticket
- 961006
Review + approve AF May credit card expense report (Susanna Deng) — 6/11 deadline missed while OOO; forward to Michuan after review. (from: Susanna Deng)
- Client
- Ability First
- Priority
- URGENT
- Due
- Jun 15, 2026
Send Sam Smith (Samantha Smith-Festa) the final 2026 tabletop documentation + last year's copy. (from: Sam Smith 6/10)
- Client
- Eldridge Acre
- Priority
- URGENT
- Due
- Jun 16, 2026
Confirm Jessica/Gaston are handling Jack Barbour desktop infection alert; verify real infection vs McAfee scareware (oversight only). (from: Jack Barbour 6/13+6/15)
- Client
- SCHARP
- Priority
- URGENT
- Due
- Jun 15, 2026
Investigate + reconnect suspended SCHARP Verizon line; coordinate with Kashif Khan + AP on Verizon Bills thread. (from: Verizon Wireless 6/14)
- Client
- SCHARP
- Priority
- URGENT
- Due
- Jun 15, 2026
URGENT: Reply - Jamie Briseno - AF Suspected Fraudulent Text
- Client
- Ability First
- Priority
- URGENT
SECURITY - BetaBionics M365 Suspected Account Compromise (INC-195823 + INC-195879)
- Priority
- URGENT
- Due
- Jun 8, 2026
AF-29
- Client
- Ability First
- Priority
- URGENT
- Due
- Apr 15, 2026
- CW Ticket
- 909155
SCHARP: Dr. Barbour Home Office IT - CW Ticket Oversight
- Priority
- Urgent
- Due
- Jun 9, 2026
SECURITY: Review Klue Security Incident alert from Huntress
- Priority
- Urgent
APRIL-OOO-20260520-001
- Due
- May 26, 2026
SCHARP - KB4 Configuration + Huntress Setup
- Due
- Jun 30, 2026
[ESCALATE] Open support case CS4412746 – no response in 6 days (SCHARP)
- Due
- Apr 26, 2026
S-12
- Client
- SCHARP
- CW Ticket
- 919743
AF-4
- Client
- Ability First
- Due
- Mar 10, 2026
- CW Ticket
- 909158
APRIL-LG-20260616
- Due
- Jun 16, 2026
S-22
- Client
- SCHARP
- CW Ticket
- 919753
S-31
- Client
- SCHARP
- CW Ticket
- 919762
SCHARP-BHCIP-2026-05-28
- Due
- May 28, 2026
S-21
- Client
- SCHARP
- CW Ticket
- 919752
AF-15
- Client
- Ability First
- CW Ticket
- 918759
US Bank Tower – Regulation IV Power Shutdown (Oct 24, 2026)
- Due
- Oct 24, 2026
S-20
- Client
- SCHARP
- CW Ticket
- 919751
AF-16
- Client
- Ability First
- CW Ticket
- 918758
Meraki License Renewal - AbilityFirst (Quote 7479) - Deadline Jul 19
- Due
- Jul 19, 2026
Westwood - CoPilot Demo w/ CEO + Brett
- Due
- May 26, 2026
S-45
- Client
- SCHARP
AF-14
- Client
- Ability First
- CW Ticket
- 918760
AF-11
- Client
- Ability First
- Due
- Mar 10, 2026
- CW Ticket
- 918756
FYI: Olivia (Crimson) returns from OOO
- Due
- May 26, 2026
URGENT: Review AbilityFirst May expense report and forward to Michuan - 5PM deadline TODAY
- Due
- Jun 10, 2026
APRLTRIAGE-20260616-01
- Due
- Jun 17, 2026
CAL-2026-0708-Fairfield
- Due
- Jul 8, 2026
S-8
- Client
- SCHARP
- CW Ticket
- 919739
APRIL-OOO-2026-05-20
- Due
- May 26, 2026
AF-6
- Client
- Ability First
- Due
- Mar 31, 2026
- CW Ticket
- 918750
Wayfinder IT Training - SOW Updated Scope (Robert Lazo, June 15 10am)
- Due
- Jun 15, 2026
FYI: Dr. Barbour Lunch Meeting - June 18, 2026
- Due
- Jun 18, 2026
Brett and Christi reconnect on Claude/Azure
- Due
- Jun 17, 2026
FYI: Erin Hill OOO (SCHARP)
- Due
- May 26, 2026
S-19
- Client
- SCHARP
- CW Ticket
- 919750
Building Power Shutdown - US Bank Tower (Reg IV) - Oct 24, 2026
- Due
- Oct 24, 2026
AF-19
- Client
- Ability First
- CW Ticket
- 909157
Gartner x Crimson IT - Introductions Meeting
- Due
- Jul 6, 2026
S-37
- Client
- SCHARP
- CW Ticket
- 919768
AF-23
- Client
- Ability First
- CW Ticket
- 909156
BAFMA-MFA-0605
- Due
- Jun 5, 2026
Avalon AI Kickoff Meeting — Avalon Test Equipment
- Due
- Jun 17, 2026
FYI: kprivitt (AbilityFirst) OOO through May 25
- Due
- May 25, 2026
S-33
- Client
- SCHARP
- CW Ticket
- 919764
AF-21
- Client
- Ability First
- CW Ticket
- 909125
Wayfinder IT Training - Robert Lazo (SOW Change)
- Due
- Jun 15, 2026
TRIAGE-20260508-03
- Due
- May 12, 2026
AF-20
- Client
- Ability First
- CW Ticket
- 918747
OOO-CrystalOlivo-20260515
- Due
- May 18, 2026
S-51
- Client
- SCHARP
Meeting: WestFin - CoPilot/Perplexity AI Demo (KC Bills & Brett)
- Due
- May 26, 2026
April Inbox Summary 2026-09-16
- Client
- Crimson IT
- Priority
- High