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

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.

→ Custom Categories

← Actions