Calendar & Tasks
May 2023
Sun
Mon
Tue
Wed
Thu
Fri
Sat
30
1
9:00 AM Team Meeting
2
Credit Application Due
3
4
Follow up with James Wilson
5
6
7
8
Quarterly Report
9
10
1:30 PM Maria Garcia
3:00 PM Executive Review
11
12
Call Robert Smith
13
14
15
10:00 AM Mortgage Team
16
11:00 AM Robert Smith
Review Loan Application
Investment Proposal
17
2:00 PM James Wilson
18
19
Monthly Sales Report
20
21
22
9:30 AM Team Standup
23
24
Call Emily Chen
25
Loan Closing
26
27
28
1:00 PM James Wilson
29
30
End of Month Report
31
1
2
3
My Tasks
Review mortgage application for Robert Smith
High Priority
Today
Schedule follow-up call with Maria Garcia
Medium Priority
Yesterday
Prepare investment proposal for James Wilson
High Priority
Today
Call Emily Chen about credit card application
Low Priority
Tomorrow
Finalize loan document for David Brown
Medium Priority
May 25
Prepare monthly sales report
High Priority
May 19
Upcoming Meetings
- Mortgage Application ReviewToday
11:00 AM - 12:00 PMRobert Smith
- Investment Portfolio ReviewToday
2:00 PM - 3:00 PMJames Wilson
- Business Loan ConsultationTomorrow
4:30 PM - 5:30 PMMichael Rodriguez