• Accounting CRM

Specialized Tasks

Specialized tasks allow you to schedule ANY reoccurring tasks. The task name is a text column, so really any task you can think of.


These tasks will be scheduled according to the frequency you select and will continue to populate in the Specialized Tasks Table based on this frequency.


Setting up a specialized task


Go to the Specialized Scheduler under the Setup Group.



Click on +Record in the top right corner.



Add a task name and description. Then select a client, accountant, department, and partner from the dropdowns.


The department column refers to the rates that you want to have applied to these tasks, e.g., the same rate as accounting services or the same as payroll.


Now you can set a Schedule Date and Due Date. The Schedule Date refers to when you want this task to start displaying in your feed, and the Due Date refers to when the task should be completed. For example, if it is a weekly task and you want it to show up as a reminder on a Monday, select Every Monday as your frequency and Due Date, Every Friday. This task will continue to populate every Monday with a Due Date of the Friday until the record is removed from the Specialized Scheduler Table.


Once you have scheduled your tasks, they will start to populate in the Specialized Tasks Table under the Adhoc Group.


You can select any task from here and change the status to In Progress, Complete, or Not Started. Any task market as complete will move to the Specialized Tasks Archive Table.



Any task in the Specialized task table still In Progress or Not Started will schedule a reminder in the All Tasks Due Table. Once you click on this hotlink, you will be taken to the Specialized task due for that day.





36 views

Recent Posts

See All