That's it! Click the CREATE TASK button.Īdd more details to the task if needed. Enter the name of the task (e.g., Prepare 1040) in the required field.ģ. Go to Clients, select the checkboxes next to the client accounts, then click on the Create Task button.Ģ.
If you need to create the same task for a bunch of different clients, use our bulk feature:ġ. Enter the name of the task in the required field.ģ. Click the + NEW button in the left sidebar menu, then select Task in the slide-out.Ģ. To create a single task, follow these steps:ġ. Tasks can be created by a firm owner, Admin, or any employee who has been given access to the account or access rights to view all accounts. And if you want to manually create a task, you can also link it to a specific job. This way, the tasks are automatically generated as a job moves from stage to stage within a pipeline. Read more about the difference between our Pipelines, Jobs, and Tasks features.īecause there are so many moving parts to a tax practice, we’ve designed a system where you can automate tasks within your pipelines. A job might involve a variety of tasks for both your team and the client-messages, invoices, time entries, contracts, and so on. On TaxDome, we see tasks as steps you must take in order to complete a job. Plus, you can automate tasks inside pipelines this way, they are automatically generated exactly when you need them to be. Tasks not only lets you know what’s next on your agenda but also what’s being handled by the rest of your team. Our Tasks feature helps you manage your to-dos to make sure everyone-including you-stays on point, which is crucial to any tax practice.
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