Clients · Octotax for Accountants
Tasks
Everything the practice is working on, sorted by what's due next.
- Choose Tasks in the sidebar.
- Type in Add a task and press Enter… and press Enter.
- Choose a task to open Edit task, where you can set the Title, Notes, Status, Priority, Client (or Internal), Service, Assignee, Statutory due date and Internal target date, and add Subtasks. Choose Save.
Finding and updating tasks
- Use the quick filters (Open, Overdue, Due in 7 days, Mine, Unassigned) and the status, person and service menus.
- Change the assignee, priority or status straight from the list.
- Select several tasks to Complete them, Assign to… someone, Push back 7 days or Delete them.
When you add a client with New client, an onboarding checklist is created in Tasks for you.
Still stuck?
Contact support: [email protected], we aim to reply within one working day.