Access Task Management

🔎 Overview:

We are thrilled to unveil Task Management, an innovative initiative crafted to assist accounting firms in creating, assigning, and monitoring tasks for all client businesses from a single, centralised platform. Be it operational follow-ups or urgent accounting reviews, this feature ensures that every detail is meticulously managed and nothing is missed.

🔥Key Highlights:

1. Centralised dashboard for real-time and historical task visibility

2. Streamlined task accountability and follow-through

3. Improved coordination and transparency across accounting teams

🔑 How to Access Task Management:

Step 1: Click on the Task Management Icon on the right-hand side of the dashboard.

Step 2: The User will see the Task Workspace, which includes a list of tasks from all businesses you have access to.

Step 3: How to Add a New Task :

1. Click the “Add Task” button.

2. Fill out the required details:

   1. Select Business

   2. Title

   3. Description (Add any relevant notes or attachments)

3. Click Save to create the task.

Step 4: Click on the left navigation menu for status:

1. 1. Open

   2. Assigned

   3. Blocked

   4. Closed