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Task Management
Learn how to create, organise, and track tasks to keep your accounting practice running smoothly.
Creating tasks
- 1Navigate to Tasks in the sidebar
- 2Click the + New Task button
- 3Fill in task details: title, description, client, assignee, due date, and priority
- 4Click Create Task to save
Priority levels
URGENT
Critical tasks needing immediate attention
HIGH
Important tasks to complete soon
MEDIUM
Standard priority for most tasks
LOW
Tasks that can wait when time permits
Key features
Smart Filtering
Filter by status, priority, client, or assignee
Calendar View
See tasks by due date visually
Team Assignment
Assign tasks to team members
Notifications
Get alerts for due dates and updates
AI Priority
Auto-suggested priority levels
Time Tracking
Track time directly on tasks