Tasks

577 records

Fields
Grid viewKanbanBy clientBy priorityDelegated to agents+ New view
Pending Approvals or Information32

KnowBe4 incentive program — gift card drawing for monthly training completers

Client
Ability First
Priority
Low

Blog: Real-world automation tool costs — the Cohort vs Power Automate lesson

Client
Personal
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

Schedule meeting with April Stover to discuss IT issues

Client
Ability First
Priority
Medium

M365 License Reallocation - Review freed E3 and F1 licenses for best use

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

April: Email-to-Contact Ingestion with AI/Non-AI Classification Tags

Client
Crimson IT
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

Design and build interactive newsletter for client/prospect distribution

Client
Crimson IT
Priority
Medium

Approve 2 pending Adobe app requests (AF Admin Console)

Client
Ability First
Priority
Medium

Fix Cost Allocation Platform - add Supported Employment department

Client
Ability First
Priority
Medium

Schedule CareLogic AI meeting - include both AF and SCHARP in the conversation

Client
Ability First
Priority
Medium
Due
Apr 4, 2026

S-27

Client
SCHARP
CW Ticket
919758

S-25

Client
SCHARP
CW Ticket
919756

S-47

Client
SCHARP

S-34

Client
SCHARP
CW Ticket
919765

S-35

Client
SCHARP
CW Ticket
919766

S-15

Client
SCHARP
CW Ticket
919746

S-26

Client
SCHARP
CW Ticket
919757

S-9

Client
SCHARP
Due
Mar 31, 2026
CW Ticket
919740

AF-22

Client
Ability First
CW Ticket
909155

S-39

Client
SCHARP
CW Ticket
919783

AF-12

Client
Ability First
CW Ticket
918762

S-48

Client
SCHARP

S-56

Client
SCHARP

S-41

Client
SCHARP
CW Ticket
919785

S-24

Client
SCHARP
CW Ticket
919755
Not Started45

SCHARP — Phone line audit (double-forwarding + dead-location POTS)

Client
SCHARP
Priority
High

AdaptoIT — Review Google Search Console data (indexed 4/12/26)

Client
Personal
Priority
High

AF — Leadership conversation: security hardening + YubiKeys

Client
Ability First
Priority
High

DTLA Alliance — Schedule next annual tabletop exercise (target May 2027)

Priority
Low
Due
Dec 31, 2026

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

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

AF — Update existing security hardening ticket with OAuth risk + YubiKey rationale

Client
Ability First
Priority
Medium

SCHARP — Install RMM on LOA computers in office

Client
SCHARP
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

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

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

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

AF-NEWHIRE-EMAIL

Client
Ability First
Priority
Medium
Due
Jul 1, 2026

All-employee KnowBe4 + email-vigilance reminder email

Client
Crimson IT
Priority
Medium
Due
Jul 23, 2026

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

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

AF — Reset Dell laptop on Christi's AF desk for HR use (CW ticket to service desk)

Client
Ability First
Priority
Medium

AF-ONBOARDING-APP

Client
Ability First
Priority
Medium

AdaptoIT — Google Search Console access secured; brainstorm free giveaways + lead gen

Client
Personal
Priority
Medium

AF — Start process with Intratem for phones

Client
Ability First
Priority
Medium

AdaptoIT — Design lead capture for adaptoit.com (non-intrusive)

Client
Personal
Priority
Medium

Send Michuan IT committee charter/structure

Client
Ability First
Priority
Medium
Due
Jul 24, 2026
CW Ticket
961006

AF — build recruiting/requisition tracker app for Sean (HR)

Client
Ability First
Priority
Medium

AdaptoIT — Email audience pointing to OAuth blog post once published

Client
Personal
Priority
Medium

AF — Build staff security awareness + training topic list in AF base

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

Email camp re: close-up timing and antenna retrieval

Client
Ability First
Priority
Medium
Due
Jul 23, 2026
CW Ticket
961006

SCHARP — Reach out to Intratem re: moving mobile service

Client
SCHARP
Priority
Medium

AdapToIT Blog Post: Automation Platforms Shifting to Agentic AI

Priority
Medium

AF — order 25-50 Verizon phones + pull current device count

Client
Ability First
Priority
Medium

All-staff email: equipment moves must go through IT

Client
Ability First
Priority
Medium
Due
Jul 24, 2026
CW Ticket
961006

SCHARP — Follow up on ELVI response

Client
SCHARP
Priority
Medium

SCHARP - Develop SOW: Replace all SonicWall firewalls across SCHARP locations

Client
SCHARP
Priority
Medium

AdaptoIT — Stuart: audit old lead magnet + recommend new lead magnet strategy

Client
Personal
Priority
Medium

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

Plan Box to Google Drive migration + schedule ELT working lunch

Client
SCHARP
Priority
Normal

Set up DocuSign for IT policy signature collection

Client
SCHARP
Priority
Normal

Scope WestFin Operating System (AI) project

Client
Westwood Financial
Priority
Normal
Due
Jul 14, 2026

Get Dr. Barbour sign-off on ADT/Brivo upgrade quote

Client
SCHARP
Priority
Normal
In Progress13

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-008

Client
SCHARP
Priority
High

SCHARP-NET-001: Follow up with Peerless/Infobip on internet upgrade inquiry

Client
SCHARP
Priority
High

AF-COSTALLOC-V3

Client
Ability First
Priority
Medium

AF-41

Client
Ability First
Priority
Medium
CW Ticket
909123

S-60

Client
SCHARP
Priority
Medium

AF-37

Client
Ability First
Priority
Medium
CW Ticket
918748

S-67

Client
SCHARP
Priority
Medium
CW Ticket
925382

Add Lana Mseryan and Sergio to paid Claude Team workspace

Client
Ability First
Priority
Normal

S-14

Client
SCHARP
CW Ticket
919745

S-10

Client
SCHARP
CW Ticket
919741

S-17

Client
SCHARP
CW Ticket
919748

S-32

Client
SCHARP
CW Ticket
919763
Blocked4

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
Waiting on Client3

AF-42

Client
Ability First
Priority
Medium
CW Ticket
909135

S-23

Client
SCHARP
CW Ticket
919754

AF-18

Client
Ability First
CW Ticket
909159
Completed479

April Inbox Summary 2026-08-18

Client
Crimson IT
Priority
High

URGENT: Patch Next.js - 9 CVEs including 4 High (DoS, SSRF)

Priority
High

URGENT: Update Next.js to 16.2.11+ across all SaaS apps - active CVEs

Client
Personal
Priority
High

URGENT: Next.js security vulnerabilities - patch SaaS apps

Client
Personal
Priority
High

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

Tim Smith (Signal Partners) - IT Support Agreement execution follow-up

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-17

Client
Crimson IT
Priority
High

APRIL-20260513-AF-WORD-TRAINING

Priority
High
CW Ticket
NEEDED

April Inbox Summary 2026-09-04

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

URGENT: Anthropic June 15 Billing Change - Action Required

Client
Personal
Priority
High

URGENT: Verizon DBIR - AI Attack Window Now 72 Min - Review SCHARP and AbilityFirst Response SLAs

Client
Personal
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

URGENT: Anthropic 30-Day Mandatory Data Retention - Review API Contracts

Client
Personal
Priority
High

SCHARP-NET-003: Industry Way sites (HQ) - recurring WAN2 outages

Client
SCHARP
Priority
High

AF-32

Client
Ability First
Priority
High
Due
May 19, 2026
CW Ticket
928892

URGENT: BeyondTrust Auth Bypass - Advise SCHARP and AbilityFirst

Client
Personal
Priority
High

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

URGENT: Airtable Acquisition - Assess Impact on AdaptoInbox, AdaptoHub, and Client Implementations

Client
Personal
Priority
High

URGENT: Adobe ColdFusion CVE-2026-48282 - CISA Active Exploitation Advisory

Client
Personal
Priority
High

SCH-RED-GASTON

Client
SCHARP
Priority
High
Due
May 19, 2026

Alere Copilot — send scope/project plan doc to distribution list + PEC for validation

Client
Alere
Priority
High
Due
May 21, 2026

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: Microsoft Patch Tuesday July 2026 - 570 CVEs, 2 Zero-Days Actively Exploited

Client
Personal
Priority
High

April Inbox Summary 2026-08-24

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-05

Client
Crimson IT
Priority
High

April Inbox Summary 2026-09-14

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-06

Client
Crimson IT
Priority
High

ADM-E5-001

Client
Admail West
Priority
High
Due
May 20, 2026

URGENT: Review Claude Sonnet 5 API pricing before Aug 31

Client
Personal
Priority
High

Fairfield — Baker Tilly Cybersecurity Assessment Meeting

Priority
High
Due
Jul 8, 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

URGENT: Microsoft 365 Price Increases Effective July 1 - Client Renewal Action

Client
Personal
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

April Inbox Summary 2026-08-28

Client
Crimson IT
Priority
High

SCHARP — M365 migration audit + Q3/Q4 execution

Client
SCHARP
Priority
High

Prep for Lana Copilot working session (Thursday)

Client
Ability First
Priority
High
Due
Jul 23, 2026
CW Ticket
961006

SCHARP - Dr. Barbour Home Office IT Visit

Priority
High
Due
May 21, 2026

Determine Smarsh renewal scope; decide renew/cancel before auto-renewal. (from: Smarsh 6/11)

Client
Crimson IT
Priority
High
Due
Jun 20, 2026

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

DTLA-POL-005

Client
DTLA Alliance
Priority
High
Due
May 19, 2026

AdaptoIT — Blog post: OAuth device code phishing for SMB M365

Client
Personal
Priority
High

Cotsen: Develop training materials

Priority
High
Due
May 20, 2026
CW Ticket
930316

April Inbox Summary 2026-07-22

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-03

Client
Crimson IT
Priority
High

AF-33

Client
Ability First
Priority
High
Due
May 19, 2026
CW Ticket
928892

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

Alere Copilot — verify security stack (Sophos transition) + confirm Global Relay journaling intact

Client
Alere
Priority
High
Due
May 28, 2026

April Inbox Summary 2026-08-04

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-07

Client
Crimson IT
Priority
High
Due
Aug 7, 2026

URGENT: Claude Sonnet 5 Pricing Change - Promotional Rate Ends August 31

Client
Personal
Priority
High

TRIAGE-2026-06-23-A

Priority
High
Due
Jun 23, 2026

April Inbox Summary 2026-08-20

Client
Crimson IT
Priority
High

ADT Installation Appointment - SCHARP

Priority
High
Due
May 8, 2026

April Inbox Summary 2026-07-31

Client
Crimson IT
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

Roll out SCHARP weekly anonymous staff survey

Client
SCHARP
Priority
High
Due
Jul 24, 2026
CW Ticket
961007

URGENT: Patch Next.js 16.2 and 15.5 - 4 High-Severity Security Vulnerabilities

Client
Personal
Priority
High

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

AF-34

Client
Ability First
Priority
High
Due
Apr 4, 2026
CW Ticket
928892

Cotsen: Complete M365 environment audit

Priority
High
Due
May 8, 2026
CW Ticket
930316

URGENT: Update Next.js SaaS Products Before July 20 Security Patch

Client
Personal
Priority
High

April Inbox Summary 2026-09-07

Client
Crimson IT
Priority
High

Fairfield Residential - Cybersecurity Assessment Prep Session

Priority
High
Due
Jul 6, 2026

URGENT: Upgrade all SaaS apps to Next.js 16.3 - active security CVEs

Client
Personal
Priority
High

APRIL-20260506-001

Priority
High
Due
May 8, 2026

APRIL-20260506-003

Priority
High
Due
May 6, 2026

AF Staff Training Series - Spring 2026

Client
Ability First
Priority
High
Due
May 28, 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

URGENT: Patch Next.js Security Vulnerabilities - 9 CVEs (4 High) in All SaaS Products

Client
Personal
Priority
High

AF — Send all-staff email on OAuth device code phishing + QR code guidance

Client
Ability First
Priority
High

URGENT: Next.js Security Patch - 4 High Severity Vulnerabilities (July 20, 2026)

Client
Personal
Priority
High

April Inbox Summary 2026-07-24

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

Audit lingering active accounts (Julie in finance flagged)

Client
SCHARP
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

URGENT: Microsoft Copilot URL Change Aug 18 - Notify MSP Clients

Client
Personal
Priority
High

DTLA Alliance — Draft comprehensive IT policy (companion to IR plan)

Priority
High
Due
May 22, 2026

S-62

Client
SCHARP
Priority
High
CW Ticket
929234

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

AF-CONCUR-WALKTHRU

Client
Ability First
Priority
High
Due
May 26, 2026

April Inbox Summary 2026-08-27

Client
Crimson IT
Priority
High

April Inbox Summary 2026-09-08

Client
Crimson IT
Priority
High

AF-EXCEL-FU-001

Client
Ability First
Priority
High
Due
May 20, 2026

DTLA-CLD-001

Client
DTLA Alliance
Priority
High
Due
May 11, 2026

Stripe billing integration

Priority
High

ELD-DRBC-2026

Client
Eldridge Acre
Priority
High
Due
Jun 2, 2026

Train agents on CW Projects tracking - briefing, April triage, Segrid monitoring

Client
Crimson IT
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: Anthropic June 15 Billing Change - Choose Claude Code Tier

Priority
High

URGENT: Next.js Security Patch - AdaptoInbox, AdaptoHub, ChoreSteps, Counted Doors

Client
Personal
Priority
High

Complete KnowBe4 overdue compliance training (8 courses)

Client
Crimson IT
Priority
High
Due
May 9, 2026

AF-CAMP-FINANCE-DOCS

Client
Ability First
Priority
High
Due
May 20, 2026

SCHARP vendor contract investigation - mailbox sweep for [TBD] cells

Client
SCHARP
Priority
High
Due
May 9, 2026

Update Exchange shared mailboxes - work with Jessica

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-11

Client
Crimson IT
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

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

April Inbox Summary 2026-09-01

Client
Crimson IT
Priority
High
Due
Sep 1, 2026

URGENT: Cisco ASA/FTD VPN exploit - notify SCHARP and AbilityFirst

Client
Personal
Priority
High

SCHARP - ADT Security Installation Appointment

Priority
High
Due
May 13, 2026

April Inbox Summary 2026-08-21

Client
Crimson IT
Priority
High

AF-EXCEL-S2

Client
Ability First
Priority
High
Due
May 21, 2026

Anderson — Draft Power Apps canvas dashboard proposal (with Vincent)

Client
Anderson
Priority
High
Due
May 8, 2026

Finish DTLA Alliance policy redlines + add Christi's notes

Client
DTLA Alliance
Priority
High
Due
Jul 14, 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

AF Camp — Change cabling vendor from ComDirect to Sandler Partners

Client
Ability First
Priority
High

Reply: Kathy Cobb - AF Verizon Device Agreement

Client
Ability First
Priority
High

URGENT: Airtable acquired by Bending Spoons - monitor for platform changes

Client
Personal
Priority
High

April Inbox Summary 2026-08-12

Client
Crimson IT
Priority
High

DTLA Alliance — Rewrite Cybersecurity Incident Response Plan (after contact list)

Priority
High
Due
May 22, 2026

Cotsen: Pull survey responses from Microsoft Forms

Priority
High
Due
Apr 10, 2026
CW Ticket
930316

April Inbox Summary 2026-08-19

Client
Crimson IT
Priority
High

Alere: pilot training DELIVERED 7/8 (task closed 7/16 - was created on stale data)

Client
Alere
Priority
High
Due
Jul 17, 2026

Reply: Kevin Thomas - DTLA Alliance Claude Team Cost Structure

Client
DTLA Alliance
Priority
High
CW Ticket
938856

URGENT: Upgrade Next.js to 16.3 - Critical Security Vulnerabilities

Client
Personal
Priority
High

URGENT: Update Next.js - 9 Security CVEs (4 High) - AdaptoInbox, AdaptoHub, ChoreSteps, Counted Doors

Client
Personal
Priority
High

ADT Installation Appointment - SCHARP

Priority
High
Due
May 7, 2026

URGENT: Next.js Critical RCE Vulnerabilities - Upgrade Required

Client
Personal
Priority
High

Anderson — Receive tenant survey spreadsheet from Andrew Evans (blocks proposal)

Client
Anderson
Priority
High
Due
May 2, 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 2026-08-31

Client
Crimson IT
Priority
High

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 Inbox Summary 2026-09-03

Client
Crimson IT
Priority
High

April Inbox Summary 07-14-2026

Client
Crimson IT
Priority
High

Alere: pilot-group meeting 7/22 2:30 PM - walk their questions list

Priority
High
Due
Jul 22, 2026

URGENT: Next.js Security Vulnerabilities - Update All Next.js Apps Now

Client
Personal
Priority
High

Cotsen: Finalize AI Usage Policy and deliver training

Priority
High
Due
May 15, 2026
CW Ticket
930316

April Inbox Summary 2026-07-30

Client
Crimson IT
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-DEP-CONFIRM

Client
Ability First
Priority
High
Due
May 20, 2026
CW Ticket
902189

SCHARP — Deliver computer inventory to Dr. B (replacement planning)

Client
SCHARP
Priority
High

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

URGENT: Next.js Critical Security Patch - Update All SaaS Apps Aug 26

Client
Personal
Priority
High

AF-24

Client
Ability First
Priority
High
Due
Mar 31, 2026
CW Ticket
909155

URGENT: Next.js security patch drops July 20 - update all SaaS projects

Client
Personal
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 2026-07-28

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

URGENT: n8n Security Incident - Metabase Breach August 3

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

ALERE-017

Client
Alere
Priority
High

URGENT: Adjust Budget for Claude Sonnet 5 Price Increase - Sept 1 Deadline

Client
Personal
Priority
High

URGENT: Claude Sonnet 5 pricing increase Sept 1

Client
Personal
Priority
High

SCHARP-NET-002: Cyxtera data center - assess internet bandwidth for Datto cloud sync

Client
SCHARP
Priority
High

BrightGauge: Remove Brightgage datasource / report per Anzor request

Priority
High
Due
Apr 26, 2026

SCHARP — Track down ~100 failed CWRMM installs

Client
SCHARP
Priority
High

April Inbox Summary 2026-07-13

Client
Crimson IT
Priority
High

S-66

Client
SCHARP
Priority
High
CW Ticket
929234

URGENT: Next.js Critical Security Release - Patch Aug 26

Client
Personal
Priority
High

URGENT: Claude Sonnet 5 Pricing Increase - Review API Cost Models Before Sept 1

Client
Personal
Priority
High

Cotsen — Finalize staff training guide (CW #774200)

Priority
High

AF Camp - Contact Kelly Privett re: network upgrade decisions

Client
Ability First
Priority
High
Due
May 7, 2026

April Inbox Summary 2026-07-17

Client
Crimson IT
Priority
High
Due
Jul 17, 2026

Complete KnowBe4 training: QR Codes – Safe Scanning (4 days left)

Priority
High
Due
Apr 30, 2026

DTLA: Claude app push executed + verified 7/13 (task closed 7/16)

Client
DTLA Alliance
Priority
High
Due
Jul 17, 2026
CW Ticket
947224

April Inbox Summary 2026-09-02

Client
Crimson IT
Priority
High

URGENT: BeyondTrust Auth Bypass - Notify and Patch MSSP Clients

Client
Personal
Priority
High

URGENT: Patch Next.js - 4 High CVEs in July 2026 Security Release

Client
Personal
Priority
High

April Inbox Summary 2026-07-27

Client
Crimson IT
Priority
High

URGENT: Claude Model Deprecations June 15 - Audit All Automations

Client
Personal
Priority
High

Alere Copilot — create shared Teams channel + post scope doc & curated training links

Client
Alere
Priority
High
Due
May 22, 2026

URGENT: Claude API Deprecation - Opus 4 and Sonnet 4 retire June 15

Client
Personal
Priority
High

Obtain Peerless bandwidth upgrade quotes for HQ site and datacenter

Client
SCHARP
Priority
High

URGENT: Google Imagen 4 API Retired Today - Check SaaS Project Integrations

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

Cotsen: finish OpenAI/ChatGPT RMM push to all machines

Priority
High
Due
Jul 22, 2026

ALERE-023

Client
Alere
Priority
High
CW Ticket
894077

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

ALERE-024

Client
Alere
Priority
High

Review 2 pending Adobe app requests

Priority
High
Due
Apr 26, 2026

Reformat FY27 SCHARP budget into FY26 layout (Kashif ask)

Client
SCHARP
Priority
High
Due
Jul 14, 2026

Cotsen — Run DLP scans and deliver findings report (CW #774200)

Priority
High

Offboard Latisha Barbera - deactivate all access (UKG, NAPPA, RELIAS, CareLogic, badge, email, roster)

Client
SCHARP
Priority
High
Due
May 6, 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: Patch Next.js Apps for July 2026 Security Vulnerabilities

Client
Personal
Priority
High

April Inbox Summary 2026-07-21

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-26

Client
Crimson IT
Priority
High

COT-S2

Priority
High
Due
May 21, 2026

URGENT: Claude Sonnet 5 API Price Increase - September 1

Client
Personal
Priority
High

AF Camp - Resend quote to Michonne + process deposit

Client
Ability First
Priority
High
Due
May 9, 2026

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

Jerry: build n8n HITL approval flow for billable/PSA writes (Proposal 2c)

Client
Crimson IT
Priority
High
Due
Jul 22, 2026

April Inbox Summary 2026-07-23

Client
Crimson IT
Priority
High

SCHARP — Continue manual RMM install during Narcan training waves + walk-ins

Client
SCHARP
Priority
High

April Inbox Summary 2026-08-10

Client
Crimson IT
Priority
High

April Inbox Summary 2026-07-23

Client
Crimson IT
Priority
High

Alere Copilot — weekly status email every Friday EOD (first one this Fri 5/22)

Client
Alere
Priority
High
Due
May 22, 2026

Update medical records release policy + schedule staff training

Client
SCHARP
Priority
High

S-63

Client
SCHARP
Priority
High
CW Ticket
929234

April Inbox Summary 2026-08-14

Client
Crimson IT
Priority
High

Cotsen - CoPilot Readiness Review Meeting | Fri 5/8 at 4 PM PDT

Priority
High

AF-CAMP-ONSITE-522

Client
Ability First
Priority
High
Due
May 22, 2026
CW Ticket
902189

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

URGENT: Audit M365 Copilot licenses across all managed clients

Client
Personal
Priority
High

Anderson — Receive 'sun, moon, stars' wishlist from Andrew (blocks proposal scope)

Client
Anderson
Priority
High
Due
May 2, 2026

URGENT: Claude Sonnet 5 pricing increase effective Sept 1 - review API budget

Client
Personal
Priority
High

Wayfinder Pre-Migration Training Session

Priority
High
Due
Jun 25, 2026

April Inbox Summary 2026-09-11

Client
Crimson IT
Priority
High
Due
Sep 11, 2026

April Inbox Summary 2026-07-15

Client
Crimson IT
Priority
High

ALERE-028

Client
Alere
Priority
High
CW Ticket
939712

URGENT: Claude Opus 4.1 Retired - Migrate to Opus 4.8 NOW

Client
Personal
Priority
High

SCHARP — Upload all @scharpca.org accounts as Contacts in SCHARP M365 tenant

Client
SCHARP
Priority
High

URGENT: Migrate Away from Claude Legacy Workbench Before Aug 17

Client
Personal
Priority
High

CIT-OLIVIA-MENTOR

Client
Crimson IT
Priority
High
Due
May 22, 2026

Reply: Carl Gayden - AF Capital Tracker as of 4/30/26

Client
Ability First
Priority
High

COT-S3

Priority
High
Due
May 22, 2026

DTLA-POL-001

Client
DTLA Alliance
Priority
High
Due
May 16, 2026

April Inbox Summary July 22, 2026

Client
Crimson IT
Priority
High

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 Apps Off Claude 1M Token Context Beta

Client
Personal
Priority
High

URGENT: Vercel Hobby Plan Deployment Deletion - Audit Now

Client
Personal
Priority
High

Schedule meeting with new AF HR person - tomorrow 4/28

Client
Ability First
Priority
High

URGENT: Claude Sonnet 5 pricing increases Sept 1 - review SaaS product API costs

Client
Personal
Priority
High

URGENT: Patch Next.js apps after July 20 security release (4 high CVEs)

Client
Personal
Priority
High

AF-44

Client
Ability First
Priority
High
CW Ticket
929963

Send Starlink delay explanation to Sergio AND Kelly

Client
Ability First
Priority
High
Due
Jul 22, 2026
CW Ticket
961006

Finalize Verizon cost-reduction package with David

Client
SCHARP
Priority
High
Due
Jul 24, 2026
CW Ticket
961007

SCHARP — Uninstall CrowdStrike and push Huntress during uninstall window

Client
SCHARP
Priority
High

URGENT: Next.js July 2026 Security Release - Update SaaS Apps Now

Client
Personal
Priority
High

April Inbox Summary 2026-09-09

Client
Crimson IT
Priority
High

Cotsen: Board progress report

Priority
High
Due
May 15, 2026
CW Ticket
930316

SCHARP — Billing decision: switch to per-device RMM billing after 3-month ramp

Client
SCHARP
Priority
High

Send Anzor the updated SCHARP training documents

Client
Crimson IT
Priority
High
Due
Jul 22, 2026

S-65

Client
SCHARP
Priority
High
CW Ticket
929234

URGENT: Identity Abuse - #1 MSP Threat Vector 2026 (ConnectWise Report)

Client
Personal
Priority
High

April Inbox Summary 2026-07-20

Client
Crimson IT
Priority
High

Wayfinder IT Training — June 15, 10am

Priority
High
Due
Jun 15, 2026

April Inbox Summary 2026-08-25

Client
Crimson IT
Priority
High

April Inbox Summary 2026-08-13

Client
Crimson IT
Priority
High

April Inbox Summary 2026-07-29

Client
Crimson IT
Priority
High

AF Camp — Get Kelly Privett's decisions in person next week

Client
Ability First
Priority
High

SCHARP — Procure ~50 YubiKeys for hourly desktop users (no phone MFA)

Client
SCHARP
Priority
High

CRIM-ITGLUE-HUDU

Client
Crimson IT
Priority
High

URGENT: Audit M365 Copilot Licenses - Clients Losing Office App Access

Client
Personal
Priority
High

COT-VIDEOS-001

Priority
High
Due
May 22, 2026

Conversational onboarding spec (Week 4 exit gate)

Priority
High

URGENT: Patch Next.js security vulnerabilities in SaaS products

Client
Personal
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

Lunch: Michuan Fleming (AF) + Dr. Barbour (SCHARP CEO) — June 18

Priority
High
Due
Jun 18, 2026

Crimson pentest — remediate SmartDispatch + Azure findings (rotate keyvaults, close public access, harden firewall rule)

Client
Crimson IT
Priority
High

April Inbox Summary 2026-09-10

Client
Crimson IT
Priority
High

April Inbox Summary 2026-09-15

Client
Crimson IT
Priority
High
Due
Sep 15, 2026

URGENT: Next.js Critical Security Patch - August 26

Client
Personal
Priority
High

Conversational Onboarding Chatbot

Priority
High

CW TICKET NEEDED: AF_supervisors email distro update — sprestonrosby request

Priority
High

Cotsen — configure org-wide Copilot opt-out (no default folder access; drag-in only)

Priority
High

Note: Anzor enabled SSO on GitHub via Azure - verify next login works correctly

Client
Crimson IT
Priority
Low
Due
May 7, 2026

Blog: ScalePad LMX — what's new, why it matters for MSPs, practical review

Client
Personal
Priority
Low

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

Schedule Planful training completion with Susanna Deng

Client
Ability First
Priority
Low

Follow up: Ashley Diehl walk meeting report (forwarded 5/5)

Client
Crimson IT
Priority
Low
Due
May 9, 2026

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

Reply: Tim Van Metter - Per Scholas Tech Talent Partnership (240 hrs)

Client
Crimson IT
Priority
Low

AF-16

Client
Ability First
Priority
Low
Due
Mar 21, 2026

Bonusly pricing/proposal for SCHARP recognition

Client
SCHARP
Priority
Low
Due
Jul 28, 2026
CW Ticket
961007

Consult with John on walk-in time tracking approach for on-site staff

Client
SCHARP
Priority
Low

SCHARP-NET-005: Peerless account balance nearing credit limit

Client
SCHARP
Priority
Medium

Approve Jessica Diaz Google Sheets access - Expense Reimbursement Form

Client
SCHARP
Priority
Medium
Due
May 7, 2026

AF-PASADENA-MON

Client
Ability First
Priority
Medium

CIT-16

Client
Crimson IT
Priority
Medium
Due
Apr 11, 2026
CW Ticket
928890

AF-28

Client
Ability First
Priority
Medium
Due
Mar 31, 2026
CW Ticket
909155

Follow up with Kevin Thomas (DTLA) — Claude Enterprise kickoff + SSO green light

Client
DTLA Alliance
Priority
Medium
Due
Jun 15, 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

Radar AI News 2026-08-10

Client
Personal
Priority
Medium

Radar AI News 2026-07-17

Client
Personal
Priority
Medium

Reply: Jannes Hurter - CDW Quote PWLK336 Purchase Follow-up

Client
Crimson IT
Priority
Medium

ALR-COP-ACCEPT

Client
Alere
Priority
Medium
Due
May 20, 2026

Cotsen — Schedule tabletop exercise post-AI rollout

Priority
Medium

CIT-TABLETOP-RUNBOOK

Client
Crimson IT
Priority
Medium
CW Ticket
948281

Follow up on Zoom account POC - Christian Taft intro

Client
SCHARP
Priority
Medium
Due
May 9, 2026

AF-38

Client
Ability First
Priority
Medium
CW Ticket
921097

CIT-THREAD-PREMIUM

Client
Crimson IT
Priority
Medium
Due
May 20, 2026

Confirm equipment hold approach with Sergio

Client
Ability First
Priority
Medium
Due
Jul 24, 2026
CW Ticket
961006

AF-45

Client
Ability First
Priority
Medium
CW Ticket
929972

Radar AI News 2026-08-21

Client
Personal
Priority
Medium

AF-31

Client
Ability First
Priority
Medium
Due
Apr 30, 2026
CW Ticket
909155

AF-DIR-CADENCE

Client
Ability First
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

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

Beta Testing Program Setup

Priority
Medium

Schedule ELT/Finance/HR cybersecurity training - get dates from Carl, Michuan, Sergio

Client
Ability First
Priority
Medium
Due
Jul 24, 2026
CW Ticket
961006

COT-FORMS-FIX

Priority
Medium
Due
May 20, 2026

Karney: build AI training (Copilot + OpenAI + Claude + fundamentals) w/ Jason's use cases

Priority
Medium
Due
Jul 31, 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

AF-36

Client
Ability First
Priority
Medium
Due
Mar 28, 2026
CW Ticket
928892

Alere Copilot — get PEC contact list from Giancarlo + add to meetings/channel

Client
Alere
Priority
Medium
Due
May 23, 2026

Reply: Susanna Deng - AF Lenovo Lease 2nd Agreement (10 pcs)

Client
Ability First
Priority
Medium

Cotsen — Confirm AI committee members (Kamya owns, Christi follow-up)

Priority
Medium

AF-10

Client
Ability First
Priority
Medium
Due
Mar 14, 2026

Clear downstairs main-line voicemail box (200+ messages)

Client
Ability First
Priority
Medium
Due
Jul 24, 2026
CW Ticket
961006

Camp director update: Starlink + antennas shipping status

Client
Ability First
Priority
Medium
Due
Jul 23, 2026
CW Ticket
961006

Radar AI News 2026-07-31

Client
Personal
Priority
Medium

Reply: Jeremy Sidell - AF Verizon Follow-Up Notes

Client
Ability First
Priority
Medium

Radar AI News 2026-07-28

Priority
Medium

AF-40

Client
Ability First
Priority
Medium
CW Ticket
921197

Radar AI News 2026-08-25

Client
Personal
Priority
Medium

Reply: Susanna Deng - AF Closed Site Invoices Follow-up

Client
Ability First
Priority
Medium

Hybrid cron schedule (vercel.json)

Priority
Medium

S-68

Client
SCHARP
Priority
Medium
Due
Apr 4, 2026
CW Ticket
928890

Follow up on SharePoint assessment responses — limited replies past 3/10 due date

Client
Ability First
Priority
Medium
Due
Mar 21, 2026

SCHARP-NET-006: Complete Peerless account transition from Lorenzo Young

Client
SCHARP
Priority
Medium

S-61

Client
SCHARP
Priority
Medium
CW Ticket
929234

Reply to Kelly Privitt re: scheduling availability (open afternoon May 22 through mid-June)

Client
Crimson IT
Priority
Medium
Due
May 8, 2026

Radar AI News 2026-08-13

Client
Personal
Priority
Medium

Radar AI News 2026-08-26

Client
Personal
Priority
Medium

AF-26

Client
Ability First
Priority
Medium
Due
Mar 31, 2026
CW Ticket
909155

Radar AI News 2026-08-24

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 camera systems assessment - Kashif/Rick coordination

Client
SCHARP
Priority
Medium
Due
May 13, 2026

Follow up with Andrew Evans (Anderson) re: AI/Claude working session if no reply

Client
Anderson
Priority
Medium
Due
Jun 15, 2026

Radar AI News 2026-08-17

Client
Personal
Priority
Medium

AF-HR-OFFBOARD-MTG

Client
Ability First
Priority
Medium
Due
May 26, 2026

Cotsen — Decision: early Copilot access for testing vs wait

Priority
Medium

Radar AI News 2026-07-27

Client
Personal
Priority
Medium

Cotsen — Identify account manager (Mike or Vincent)

Priority
Medium

Radar AI News 2026-07-20

Client
Personal
Priority
Medium

Radar AI News 2026-08-19

Client
Personal
Priority
Medium

Karney: track OpenAI app rollout + heads-up to Jason; monitor LT14/LTL1 installs

Priority
Medium
Due
Jul 24, 2026
CW Ticket
961009

S-56

Client
SCHARP
Priority
Medium
Due
Mar 14, 2026

Radar AI News 2026-08-04

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

Signal Partners — discuss $75/workstation minimum recurring fee with Tim

Client
Crimson IT
Priority
Medium
Due
Mar 21, 2026

Build PA Flow 5 — Teams Messages to OneDrive for daily briefing

Client
Crimson IT
Priority
Medium
Due
Mar 14, 2026

Radar AI News 2026-07-16

Client
Personal
Priority
Medium

ADT-2026-05-08

Priority
Medium
Due
May 8, 2026

Crimson — Document Thread AI chatbot expansion scope/time/benefit (with Olivia)

Client
Crimson IT
Priority
Medium

AF-11

Client
Ability First
Priority
Medium
Due
Mar 14, 2026

SCHARP-NET-004: Vermont Ave sites - recurring service alerts

Client
SCHARP
Priority
Medium

Radar AI News 2026-08-07

Client
Personal
Priority
Medium

DTLA-POL-003

Client
DTLA Alliance
Priority
Medium
Due
May 16, 2026

Avalon: follow up Vance + Mike, schedule next-week meeting, Julius Cloud Enterprise setup

Priority
Medium
Due
Jul 24, 2026

ALERE-026

Client
Alere
Priority
Medium

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

ALERE-027

Client
Alere
Priority
Medium

ALERE-021

Client
Alere
Priority
Medium

Reply: Sharon Peirce - Mandated Reporter Sign Off

Client
Personal
Priority
Medium

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

AF-EXCEL-S2-REMIND

Client
Ability First
Priority
Medium
Due
May 20, 2026

Alere — advise on iPad deployment for property managers (field app) + Intune enrollment

Client
Alere
Priority
Medium
Due
May 28, 2026

DTLA-POL-002

Client
DTLA Alliance
Priority
Medium
Due
May 16, 2026

ALERE-025

Client
Alere
Priority
Medium

Anderson — Schedule combined proposal review + Claude AI session with Rebecca Reyna

Client
Anderson
Priority
Medium
Due
May 9, 2026

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

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 July 21, 2026

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

Dashboard Accuracy metric

Priority
Medium

Ongoing Chatbot Training

Priority
Medium

Radar AI News August 11, 2026

Client
Personal
Priority
Medium

AF-39

Client
Ability First
Priority
Medium
CW Ticket
921195

Follow up: Olivia Pannell escalations - Razors Edge access for Lana + Camp Paivika Quote 7013

Client
Ability First
Priority
Medium
Due
May 8, 2026

CIT-10

Client
Crimson IT
Priority
Medium
Due
Mar 14, 2026

Radar AI News 2026-07-29

Client
Personal
Priority
Medium

Reply: Gloria Rodriguez - Verizon Account Follow-up

Client
Ability First
Priority
Medium

Anderson — Investigate Key Watcher software ticket (Christi flagged no context)

Client
Anderson
Priority
Medium
Due
May 2, 2026

Radar AI News 2026-08-05

Client
Personal
Priority
Medium

Radar AI News 2026-07-13

Client
Personal
Priority
Medium

ARC-1

Priority
Medium
CW Ticket
923567

TRIAGE-2026-06-23-B

Priority
Medium
Due
Jul 6, 2026

Radar AI News 2026-08-03

Client
Personal
Priority
Medium

S-64

Client
SCHARP
Priority
Medium
CW Ticket
929234

Radar AI News 2026-07-14

Client
Personal
Priority
Medium

Alere Copilot — Phase 1: review 22 app registrations/service principals + report-only CA policy (with PEC)

Client
Alere
Priority
Medium
Due
Jun 6, 2026

DTLA-POL-004

Client
DTLA Alliance
Priority
Medium
Due
May 16, 2026

Radar AI News 2026-08-20

Client
Personal
Priority
Medium

ALERE-019

Client
Alere
Priority
Medium
CW Ticket
929470

Araceli food receipt - locate and route to April for credit

Client
Ability First
Priority
Medium
Due
Jul 24, 2026
CW Ticket
961006

AF-VZN-MTG

Client
Ability First
Priority
Medium
Due
May 22, 2026

Radar AI News 2026-07-23

Client
Personal
Priority
Medium

Radar AI News 2026-07-22

Client
Personal
Priority
Medium

Reply to Jessica Bernal re: NetSuite integration into SQL Server - schedule call

Client
Irongate
Priority
Medium
Due
May 9, 2026

AF-TELE-FU

Client
Ability First
Priority
Medium
Due
May 20, 2026

Account deletion functionality

Priority
Medium

Radar AI News 2026-07-24

Client
Personal
Priority
Medium

Radar AI News 2026-08-06

Client
Personal
Priority
Medium

Cotsen — Send Microsoft '3 commitments' terminology to Kamya

Priority
Medium

AF-15

Client
Ability First
Priority
Medium
Due
Mar 21, 2026

Reply: Andrew Evans - Anderson Project Pending Materials

Client
Crimson IT
Priority
Medium
CW Ticket
937087

Radar AI News 2026-08-14

Client
Personal
Priority
Medium

Reply: Chinkee Gatchalian - AF Comms Computer Specs

Client
Ability First
Priority
Medium

AF-43

Client
Ability First
Priority
Medium
CW Ticket
928413

Radar AI News August 12, 2026

Client
Personal
Priority
Medium

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 2026-07-30

Client
Personal
Priority
Medium

Alere Copilot — future: data/folder restructure for Copilot results + MRI/Argus AI integration

Client
Alere
Priority
Normal

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

Complete hardware inventory for remaining ~100 devices

Client
SCHARP
Priority
Normal
Due
Apr 30, 2026

Complete desktop icon update to new IT portal

Client
SCHARP
Priority
Normal
Due
Apr 18, 2026

Wayfinder IT SharePoint & Teams Training (client IT event - calendar pending)

Priority
Normal

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

Set up intern program with Tim (interim): 2 interns - training + data management

Client
Ability First
Priority
Normal

Alere Copilot project (2695) status check

Client
Alere
Priority
Normal
Due
Jul 14, 2026

Confirm with Sergio: hold spare (newer) computer until requested; budget replacement FY next year

Client
Ability First
Priority
Normal

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

Expedite Larissa (East LA) new program supervisor setup

Client
Ability First
Priority
URGENT
Due
Jul 22, 2026
CW Ticket
961006

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

URGENT: Reply - Jamie Briseno - AF Suspected Fraudulent Text

Client
Ability First
Priority
URGENT

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

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

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

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

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

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

SECURITY: Review Klue Security Incident alert from Huntress

Priority
Urgent

SCHARP: Dr. Barbour Home Office IT - CW Ticket Oversight

Priority
Urgent
Due
Jun 9, 2026

FYI: Olivia (Crimson) returns from OOO

Due
May 26, 2026

AF-16

Client
Ability First
CW Ticket
918758

Westwood - CoPilot Demo w/ CEO + Brett

Due
May 26, 2026

OOO-CrystalOlivo-20260515

Due
May 18, 2026

AF-21

Client
Ability First
CW Ticket
909125

BAFMA-MFA-0605

Due
Jun 5, 2026

S-37

Client
SCHARP
CW Ticket
919768

S-19

Client
SCHARP
CW Ticket
919750

Brett and Christi reconnect on Claude/Azure

Due
Jun 17, 2026

Gartner x Crimson IT - Introductions Meeting

Due
Jul 6, 2026

AF-15

Client
Ability First
CW Ticket
918759

Building Power Shutdown - US Bank Tower (Reg IV) - Oct 24, 2026

Due
Oct 24, 2026

[ESCALATE] Open support case CS4412746 – no response in 6 days (SCHARP)

Due
Apr 26, 2026

S-22

Client
SCHARP
CW Ticket
919753

FYI: Erin Hill OOO (SCHARP)

Due
May 26, 2026

AF-23

Client
Ability First
CW Ticket
909156

Avalon AI Kickoff Meeting — Avalon Test Equipment

Due
Jun 17, 2026

APRIL-OOO-20260520-001

Due
May 26, 2026

S-31

Client
SCHARP
CW Ticket
919762

US Bank Tower – Regulation IV Power Shutdown (Oct 24, 2026)

Due
Oct 24, 2026

S-45

Client
SCHARP

AF-4

Client
Ability First
Due
Mar 10, 2026
CW Ticket
909158

CAL-2026-0708-Fairfield

Due
Jul 8, 2026

Wayfinder IT Training - SOW Updated Scope (Robert Lazo, June 15 10am)

Due
Jun 15, 2026

Meeting: WestFin - CoPilot/Perplexity AI Demo (KC Bills & Brett)

Due
May 26, 2026

SCHARP - KB4 Configuration + Huntress Setup

Due
Jun 30, 2026

Meraki License Renewal - AbilityFirst (Quote 7479) - Deadline Jul 19

Due
Jul 19, 2026

AF-19

Client
Ability First
CW Ticket
909157

AF-14

Client
Ability First
CW Ticket
918760

S-12

Client
SCHARP
CW Ticket
919743

APRIL-LG-20260616

Due
Jun 16, 2026

S-20

Client
SCHARP
CW Ticket
919751

URGENT: Review AbilityFirst May expense report and forward to Michuan - 5PM deadline TODAY

Due
Jun 10, 2026

APRIL-OOO-2026-05-20

Due
May 26, 2026

FYI: Dr. Barbour Lunch Meeting - June 18, 2026

Due
Jun 18, 2026

S-33

Client
SCHARP
CW Ticket
919764

S-8

Client
SCHARP
CW Ticket
919739

S-21

Client
SCHARP
CW Ticket
919752

TRIAGE-20260508-03

Due
May 12, 2026

APRLTRIAGE-20260616-01

Due
Jun 17, 2026

AF-11

Client
Ability First
Due
Mar 10, 2026
CW Ticket
918756

SCHARP-BHCIP-2026-05-28

Due
May 28, 2026

AF-20

Client
Ability First
CW Ticket
918747

S-51

Client
SCHARP

Wayfinder IT Training - Robert Lazo (SOW Change)

Due
Jun 15, 2026

FYI: kprivitt (AbilityFirst) OOO through May 25

Due
May 25, 2026

AF-6

Client
Ability First
Due
Mar 31, 2026
CW Ticket
918750
Pending1

April Inbox Summary 2026-09-16

Client
Crimson IT
Priority
High