Welcome back, Maya
Friday, Oct 2, 2026 · Last update: 1 minute ago
| # | Task | Dates | Priority | Tags | Assignees | Status |
|---|---|---|---|---|---|---|
| T-412 | Wireframe appointment bookingPatient portal redesign | Sep 28 – Oct 3 | High | UX |   | In progress |
| T-411 | Gallery template — desktopSpring lookbook microsite | Sep 29 – Oct 6 | Urgent | Design | | In progress |
| T-410 | Write collection intro copySpring lookbook microsite | Sep 30 – Oct 5 | Medium | Copy |  | Awaiting feedback |
| T-409 | Stamp card animationStore locator + loyalty app | Sep 25 – Oct 8 | Medium | Motion |  | In progress |
| T-408 | Screen-reader pass — billingAccessibility retainer | Sep 26 – Oct 2 | High | Audit |  | Awaiting feedback |
| T-407 | Label grid — autumn rangeSeasonal packaging system | Sep 22 – Oct 9 | Low | | Not started |
Payment records
$22,250 received · +22% vs previous
To-do list
3 open · 2 done
Ongoing
- Chase Copperleaf about INV-2026-0158
- Send Saltmarsh the revised booking scope
- Book photographer for Fernhill shoot
Completed
- Approve Theo’s October timesheet
- Renew design tool seats
Sales overview
Share of records by status
Invoice overview
View all- 4 Unpaid22%
- 2 Partially paid11%
- 3 Overdue17%
- 7 Paid39%
- 2 Draft11%
Proposal overview
View all- 2 Draft17%
- 2 Sent17%
- 2 Open17%
- 1 Revised8%
- 2 Declined17%
- 3 Accepted25%
Contract overview
View all- 8 Signed67%
- 2 Awaiting signature17%
- 1 Not sent8%
- 1 Expired8%
- Outstanding invoices
- $34,189.00
- Past due invoices
- $8,013.60
- Paid invoices
- $38,900.00
- Open proposals
- $80,350.00
This week
Oct 5 – Oct 9
- Halcyon renewal callMon 5 · 10:00 · Maya
- Lookbook design reviewTue 6 · 14:30 · Theo
- Saltmarsh kickoffWed 7 · 09:30 · Grace
- Tidepool discovery workshopThu 8 · 13:00 · Kenji
Leads overview
- New3
- Contacted3
- Qualified2
- Proposal2
- Won2
- Lost2
Top customer
By payments received
Lumen Dental Group
Hannah Cho · San Diego, CA
Active- Paid
- $10,562
- Billed
- $17,604
- Live projects
- 1
Account ownerGrace Liu
Open customerGrace LiuLatest project activity
Across all live projects
Grace Liu moved Wireframe appointment booking → In progress
12 min ago
Hannah Cho commented on Patient portal redesign
48 min ago
Love the new records list. Could we keep insurance details one tap away from the dashboard?
Jonas Weber logged 3.5 h on Stamp card animation
2 h ago
Theo Laurent uploaded 6 files to Spring lookbook microsite
Yesterday
