Tasks

The Tasks tab makes it easy to collaborate with your team and accountant. You can create tasks for one another and quickly see what everyone is working on, what’s in progress, and what still needs attention.

How to Create Tasks

To create Tasks,

1. Click on Tasks at the left-side menu

2. At the top right corner, click on +New Task

3. Enter the task details such as:

   • Title

   • Description

   • Due Date

   • Priority

   • Entity - you can select 1 entity or multiple entities

   • Assigned Team Member

4. Click Create Task

How to Edit Tasks

1. Click on Tasks at the left-side menu

2. Look for the task that you want to edit

3. From the list, you can immediately edit:

   • Title

   • Due Date

   • Entities

   • Priority

   • Assignee

   • Status

4. If you need to edit other details, click on the task and it will open up a more detailed view of the task. In here, you can comment and upload any attachments needed.

How to Delete a Task

1. Click on Tasks at the left-side menu

2. Look for the task that you want to delete.

3. Click on the 3 dots menu

4. Click Delete

Task Activity Log

The Task Activity Log lets you see everything that’s happened on a task — who made updates and when.

To view it, just open the task and the activity log will be displayed.

Tasks Dashboard

The Tasks dashboard gives you a clear list of all your tasks. You can customize which details are shown, filter the tasks you want to view, and search for specific items.

Task Dependencies

Some tasks rely on other tasks to be completed first. These are called task dependencies.

If a task is dependent on another, you won’t be able to complete it until the required task is finished. This helps ensure everything is done in the right order and nothing gets missed.

You’ll know a task is dependent on another when you see an this icon: ⦵. This means there’s a required task that needs to be completed before you can move forward.

How to view task dependencies

1. Click on a task with the ⦵ icon.

2. In the right sidebar, look for Dependencies. Here, you’ll see:

• Blocked by — tasks that need to be completed before you can finish this one.

• Blocking — tasks that depend on this task being completed first.

• Related tasks — tasks that are connected, but can be completed in any order.

3. To add a dependency, click + Add under any section, then search for and select the task you want to add.

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