Portfolio Console
NK
Operations

Tasks

Cross-functional work — a lightweight Asana for the leadership team.

To do
3
Onboard new sommelier — Healdsburg
Daniel ParkJul 5
HR
Launch Mohi fall harvest package
Mira KhouryJul 14
Marketing
Plan Petaluma opening preview
Sasha BrooksAug 12
Pre-opening
In progress
3
Finalize Q3 marketing brief
Mira KhouryJul 3
Marketing
Audit Lodi payroll exceptions
Avery ChenJul 8
Finance
Negotiate Monterey produce contract — Pacific Grove
Daniel ParkJul 18
Pre-opening
In review
1
Reconcile June A/P — Lodi
Avery ChenJul 2
Finance
Done
1
Refresh website hero — Ameyalli
Léa MartinJul 1
Marketing