Firm · My work
My Work
Open phases
5
across 3 engagements
Ready to start
1
awaiting your start
In progress
2
currently working
Blocked
1
needs unblocking
My tasks left
14
across open phases
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6 of 6 phases
Blue Harbor Monthly Close
Blue Harbor Cafe
1 blocked
2 phases
Phase
Period
Status
Stage
Progress
Action
B
Bookkeeping
June 2026
Blocked
Categorization
44%
Mine 4/9 · All 4/9
Remaining tasks
Overdue by 5d
Import June bank feed
You
Done
Reconcile operating account
You
Done
Categorize card transactions
You
Blocked
Match vendor receipts
You
To do
Reconcile merchant deposits
You
To do
B
Bookkeeping
May 2026
In progress
Reconciliation
75%
Mine 6/8 · All 6/8
Northwind Q3 Bookkeeping
Northwind Traders
2 phases
Phase
Period
Status
Stage
Progress
Action
B
Bookkeeping
July 2026
In progress
Categorization
63%
Mine 5/8 · All 5/8
R
Review
June 2026
Ready
Review
0%
Mine 0/3 · All 0/3
Vector Dynamics FY25 Cleanup
Vector Dynamics LLC
2 phases
Phase
Period
Status
Stage
Progress
Action
B
Bookkeeping
FY25 — Q1
Pending
Cleanup
0%
Mine 0/6 · All 0/6
S
Sign-off
Ben Whitfield
FY25 — Q1
Pending
Sign-off
0%
Team 0/2
Firm · My work
My Work
Open phases
0
across 0 engagements
Ready to start
0
awaiting your start
In progress
0
currently working
Blocked
0
needs unblocking
My tasks left
0
across open phases
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0 of 0 phases
You're caught up
No active work phases assigned to you. New phases appear here as prerequisites complete.