wiki/clients/current/exterior-renovations/2026-01-22-task-closeout.md · 286 words · 2026-01-22

Exterior Renovations Task Closeout

Overview

During the [1], Melissa flagged that several completed tasks from Yash (Yashwant Khare) on the Exterior Renovations account were still sitting open in the task management system. Ben San Fratello, who took over the account from Chris, was asked to review and close them out.

Action Item

Owner: Ben San Fratello
Status: Assigned

Ben needs to:
1. Review completed tasks marked done by Yash on the Exterior Renovations account
2. Verify the work in each task (check links, deliverables, and notes)
3. Mark tasks as closed/complete once reviewed and understood
4. Use the review as an opportunity to get up to speed on what has been done before adding new recurring tasks

Context

Ben recently took over the Exterior Renovations account from Chris. During the transition, he intentionally left Chris's recurring tasks in place while he met with the client to understand what work should continue and what should be phased out. Now that he has a clearer picture, he is ready to begin cleaning up the backlog and adding his own tasks.

"I sort of just, when I took over the accounts, left what Chris had in there, which were a couple of recurring tasks, but I'm going to be adding those shortly. It just took me a minute to, I just wanted to meet with them first and see where we were going, what they wanted us to continue doing and, you know, sort of phase out."
— Ben San Fratello, Sprint Planning 2026-01-22

Sources

  1. 2026 01 22 Sprint Planning|2026 01 22 Sprint Planning Meeting
  2. Index|Exterior Renovations Client Index
  3. 2026 01 22 Sprint Planning|Sprint Planning Meeting — 2026 01 22
  4. Index|Reynolds