📋 Task Board
Single master board for everything. One row per task. Update Status as you go. Context, decisions and audit trails live in each client’s Ledger (linked below) — not here.
Legend
- Priority: 🔴 High · 🟡 Medium · 🟢 Low
- Status: ⬜ To Do · 🔵 Doing · ⏸️ Blocked · ✅ Done
- Time: local time, leave blank if no fixed slot
Ledgers: Cengage - Ledger · Octus - Maintenance · Fourth - Ledger · Tiles Concept - Ledger · EFFEN - Ledger · INDEXA - Ledger · ACCA - Ledger
🏢 2X — Full Job (Marketing Operations Specialist)
Cengage
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| Build wireframe to showcase competitor research | — | — | 🔴 | ⬜ | Research done ✅ · Miro = documentation · see Cengage - Ledger |
| Run laid-out tests | — | — | 🔴 | ⬜ | A few tests ready to run |
| Update Qlik (weekly pulse) | — | 15:00 | 🟡 | ⬜ | Tue update → Wed morning review |
| Post-revamp slides | — | — | 🟡 | ⬜ | Compare vs last year’s 5 weeks |
| Experimentation building | — | — | 🟡 | ⬜ | See ledger for backlog |
| Add task… |
Octus
Maintenance + pending items. Detail: Octus - Ledger.
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| Monitor CookiePro — improve “Unknown geolocation”; else suggest “Auto-block” from CookiePro | — | — | 🟡 | ⬜ | |
| Follow up with Darwin re: state management | — | — | 🟡 | ⬜ | |
| Build plan to track sign-up & login | — | — | 🔴 | ⬜ | Two-part: GTM click intent + Okta→GA4 success · see Octus - Ledger |
| Maintenance (ongoing) | — | — | 🟢 | ⬜ | See Octus - Maintenance |
| Add task… |
Fourth (new)
CRO/UX experimentation pipeline: break down page → Asana (PIE prioritize) → Convert (linked to Asana) → Miles review → run. Detail: Fourth - Ledger.
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| 1. Break down current UI/UX page into bite-sized experiment items | — | — | 🔴 | ⬜ | Starting point |
| 2. Add items to Asana + prioritize (PIE) | — | — | 🔴 | ⬜ | Potential · Importance · Ease |
| 3. Build experiments in Convert + link back to Asana | — | — | 🟡 | ⬜ | Cross-link each Convert test ↔ Asana task |
| 4. Assign Miles for review → if approved & set up on Asana, run it | — | — | 🟡 | ⬜ | Run once reviewed |
| Add task… |
2X — Role / L3 KPI deliverables
Actionable, time-bound items from the L3 KPIs. Full KPI reference at the bottom of this file.
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| Align with mentor (Haikhal) on innovation, upsell & cert goals | 2026-06-17 | — | 🔴 | ⬜ | Prereq to Darwinbox submission · see 2X - MarOps Context & Updates |
| Submit KPI goals in Darwinbox (3 pillars + EA goals) | 2026-06-19 | — | 🔴 | ⬜ | HR deadline · align w/ mentor first |
| Certification #1 of 2 (annual) | 2026-12-31 | — | 🟡 | ⬜ | Upskilling KPI · keep proof of cert |
| Certification #2 of 2 (annual) | 2026-12-31 | — | 🟡 | ⬜ | Upskilling KPI · keep proof of cert |
| L3 deliverable: master training/playbook or ops framework + run training session | 2026-12-31 | — | 🔴 | ⬜ | Option 1 or 2 · must be documented, distributed, used · *approved by mentor & COE · capture uptake %/time saved |
| Add task… |
💼 Freelance — Digital Marketing
Tiles Concept
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| Kickoff / scope | — | — | 🔴 | ⬜ | Define deliverables in ledger |
| Add task… |
🤖 Freelance — AI
EFFEN (AI Contract)
First check-in: Fri 2026-06-12 — show progress, not a hard deadline. Full scope & sub-steps: EFFEN - Ledger.
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| 1. Social media mgmt system — SOP + onboarding checklist + worked example (replicate EFFEN’s Instagram model) | — | — | 🔴 | ⬜ | Start here (easiest) · progress for Fri check-in · feeds INDEXA 100-post build |
| 2. Build full-funnel report (A–Z) | — | — | 🔴 | ⬜ | End-to-end funnel |
| 3. Copywriting & image pipeline: prioritize scraped ads → build policies → team handover (KB access + Cowork SOP) | — | — | 🔴 | ⬜ | Ads library already scraped · define best approach |
| 4. AI basics framework/slides for team (in Obsidian) | — | — | 🟡 | ⬜ | “Model to harness” framework |
| 5. Explore chatbot customer service (on-page, DM, WhatsApp) | — | — | 🟢 | ⬜ | Lower priority / not urgent |
| Add task… |
🌱 Personal / Side Business
INDEXA (own business)
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| Social media build — publish 100 posts (using EFFEN’s Instagram model) | — | — | 🟡 | ⬜ | Execution off the EFFEN template · see EFFEN - Ledger |
| Define next milestone | — | — | 🟡 | ⬜ | See ledger |
| Add task… |
ACCA — Exam Preparation
| Task | Due Date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|
| Set exam date / study plan | — | — | 🟡 | ⬜ | Track papers in ledger |
| Add task… |
✅ Done (archive)
Move completed rows here when you want to clear the active tables.
| Task | Client | Completed | Notes |
|---|---|---|---|
| e.g. Q1 report | Cengage | date |
🎯 2X — KPIs & Career Path
Full KPI reference and the L3 → L4 transition/gap analysis now live in 2X - KPI Framework (L3 to L4). Function-level MarOps context, FAQ link & deadlines: 2X - MarOps Context & Updates. Actionable, time-bound items are seeded as tasks under 2X → Role / L3 KPI deliverables above.