ClickUp Live Integration
Connected
Connected Space: Hometown Systems Lab (2-Person Specialist Team: Remark Antipala & Jesniel Pascual)
Workspace: Hometown Roofing & Restoration
Mapped Assignees: Remark A. & Jesniel P. (Hazzel E. = Ops Mgr)
Last Synced: Ready to import
Weekly Report: December 30 – January 5, 1969
Completed This Week
Full task log with status, QA, business impact, and documentation
| Task Name | Client | Project | Category | Specialist | Reviewer | Priority | Complexity | Target | Completed | Status | QA | Business Impact | Docs | Link |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Internal notification logic improvement | Bright Smile Dental | Referral Program Automation | Optimization | David Chen | James O'Connor | Normal | Standard | 2026-09-19 | 2026-09-19 | Completed | Passed | Team Productivity Cleaner notification logic reduces noise. | Completed | — |
| Missed-call opportunity creation | Northstar Legal | Missed-Call Text-Back Automation | Pipelines / Opportunities | Priya Nair | James O'Connor | Normal | Simple | 2026-09-18 | 2026-09-18 | Completed | Passed | Sales Conversion Opportunities ensure missed calls enter the pipeline. | Completed | — |
| Missed-call text-back build | Northstar Legal | Missed-Call Text-Back Automation | Call Routing | Priya Nair | James O'Connor | High | Standard | 2026-09-17 | 2026-09-17 | Completed | Passed | Call Handling Instant text-back recovers otherwise-lost calls. | Completed | — |
| FB lead routing rules | Apex Home Services | Facebook Lead Ad Auto-Responder | Lead Routing | David Chen | James O'Connor | High | Standard | 2026-09-16 | 2026-09-16 | Completed | Passed | Sales Conversion Correct routing increases lead-to-close rate. | Completed | — |
| Automation naming standard SOP | Bright Smile Dental | Referral Program Automation | SOP Creation | Marcus Reyes | James O'Connor | Normal | Simple | 2026-09-16 | 2026-09-16 | Completed | Not Required | Internal Efficiency Consistent naming reduces confusion across automations. | Completed | — |
| Referral internal notifications | Bright Smile Dental | Referral Program Automation | Workflow Automation | Priya Nair | James O'Connor | Normal | Standard | 2026-09-16 | 2026-09-15 | Completed | Passed | Team Productivity Instant notifications let the team act on referrals immediately. | Completed | — |
| Configure Voice AI triggers | Summit Roofing Co. | Voice AI Post-Call Capture | Voice AI | David Chen | James O'Connor | High | Standard | 2026-09-15 | 2026-09-14 | Completed | Passed | Automation Triggers ensure every call is captured without manual action. | In Progress | — |
| Build Voice AI post-call workflow | Summit Roofing Co. | Voice AI Post-Call Capture | Workflow Automation | David Chen | James O'Connor | High | Complex | 2026-09-12 | 2026-09-11 | Completed | Passed | Automation Automated post-call capture removes manual data entry and speeds lead response. | Completed | — |
| Define Voice AI business rules | Summit Roofing Co. | Voice AI Post-Call Capture | Voice AI | Sofia Alvarez | James O'Connor | High | Complex | 2026-09-08 | 2026-09-07 | Completed | Passed | Data Accuracy Defined call-outcome mapping that drives accurate opportunity creation. | Completed | — |