Reverse the remove-once-done rule universally: restore all closed items as visible rows
Mckinley's final call: every closed item stays as a visible checklist row (Done/Ongoing/Still open) on its track's Tasks card, alongside the dated notes/reports narrative, rather than being folded into notes-only where it no longer renders as a checklist item. Audited every card. Two more gaps found and fixed beyond CRM Research's WP1 (already restored): Outreach's "13-company backlog" (Done, 13/13) and Market Intelligence's "Prospect Scout built and populated" (Done, 73 companies) were both notes-only with no corresponding subtask row -- added both back. LinkedIn, Department Dash, Demographics, Mail Merge Interface, and Opportunities/Conference Scout were already correct (nothing had been removed from their checklists to begin with).
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@@ -6364,6 +6364,7 @@
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label: "Outreach",
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subtasks: [
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{ subtask: "PE-company LinkedIn sends", ask: "Send the 12 PE-company LinkedIn connection requests — drafts ready and verified", kpi: "—", status: "Still open, manual send still pending with Mckinley" },
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{ subtask: "13-company backlog", ask: "WBG Device Manufacturer, Device Testing, Radiation Hardness — verified named contact and role for each", kpi: "13/13", status: "Done" },
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{ subtask: "Duplicate file cleanup", ask: "Contact_List_Phase1_Mckinley (1).xlsx and Updated_Contact_List_Phase1_Mckinley (1).xlsx — both harmless leftovers", kpi: "—", status: "Still open, low priority" }
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],
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notes: [
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@@ -6433,7 +6434,9 @@
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{
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id: "open-items-market-intelligence",
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label: "Market Intelligence",
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subtasks: [],
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subtasks: [
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{ subtask: "Prospect Scout built and populated", ask: "New capability under Market Intelligence, mirroring Conference Scout's pattern — 73 companies/institutions across 6 categories, 60/73 enriched with named contacts", kpi: "73 companies", status: "Done" }
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],
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notes: [
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{ date: "2026-08-22", source: "Mckinley-directed", text: "Prospect Scout built and populated: new Prospect Scout capability built under Market Intelligence, mirroring Conference Scout's pattern. Two research sweeps produced 73 companies/institutions across 6 categories (Semiconductor Materials & Substrates, Power Electronics, WBG Device Manufacturer, Device Testing, Radiation Hardness, Research & Collaborations) — 68 genuinely new beyond Peter's original 25-company list. Outreach then enriched all 73 with named contacts: 60/73 now have a verified contact and role. Standout find: Thu Nhi Tran Caliste, Industrial Liaison Engineer on ESRF's BM05 beamline — a near-perfect match for TXproducts' X-ray topography service." }
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],
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