🔹 To Do – Tasks that need to be started
🔹 In Progress – Tasks currently being worked on
🔹 Completed – Tasks that are done
Priority Labels:
🔴 High – Urgent tasks that need immediate attention
🟠Medium – Important but not urgent tasks
🟢 Low – Tasks that can be scheduled later
| Task | Milestones | Priority | Status | Notes | Owner | Additional Stakeholders | Deadline | Dependencies |
|---|---|---|---|---|---|---|---|---|
| Inbox Management | Sort emails → Flag important messages → Respond to priority emails | 🟠Medium | To Do | Ensure CEO’s inbox is organized daily. | Shakes (EA) | CEO | Daily | N/A |
| Project/Task Management | Assign tasks → Set deadlines → Track progress | 🔴 High | In Progress | Oversee execution to ensure all projects stay on track. | Shakes (EA) | Project Team | Weekly review | Task completion from the project team |
| Bookkeeping/Finance | Process invoices → Reconcile statements → Submit reports | 🟠Medium | To Do | Monthly financial reports due by the 1st. | Shakes (EA) | Finance Team | 1st of each month | Financial statements from the accounting team |
| Travel Management | Research flights → Book accommodations → Share itinerary | 🟢 Low | To Do | CEO trip scheduled for next quarter. | Shakes (EA) | CEO, Travel Agent | 2 weeks before trip | CEO's travel preferences and availability |
| Calendar Management | Schedule meetings → Resolve conflicts → Share weekly schedule | 🔴 High | In Progress | Ensure strategic time allocation for the CEO. | Shakes (EA) | CEO | Weekly | Meeting requests from stakeholders |