Firm & Adhoc Tasks Table

The Firm & Adhoc Tasks Table is in the Adhoc Tasks Department. The table is used to keep track of things that often happen in a firm and need to be billed for, but can not be scheduled in regular intervals.

Some examples of tasks in this table are:

• Meetings

• Power Failures

• Travel Time

• Drafting Letters

• Emails

• More...

This post will cover:

1. How to add a task

2. Task reminders and working on tasks

3. Setting up billing

1. How to add a Task

To add a task, click on 'ADD RECORD' in the top right corner.

Select:

• A task from the dropdown

• Client (if applicable)

• Accountant: Any task assigned to an accountant will be reflected in that accountant's view in the Firm & Adhoc tasks table.

• Due Date: This is optional and will add a reminder to your All Tasks Due Detail table.

• Save

2. Task reminders & working on tasks

All tasks that have a due date will be scheduled for a reminder in the All Tasks Due Detail table. You can work on a task by opening it in the Firm and Adhoc tasks table, running your timer and adding notes as you work. This post will explain more about how to work on tasks in DataGrows.

3. Setting up billing

All of the tasks in the Firm and Adhoc tasks table connect to a rate. This post will explain how to set up your rates correctly.

If you have any questions, please contact support@mydatagrows.com