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Featured Article
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. Tasks not only lets you know what’s next on your agenda but also what’s being handled by the rest of your team. Plus, you can automate tasks inside pipelines; this way, they are automatically generated exactly when you need them to be.
Covered here:
Creating Tasks
On TaxDome, we see tasks as steps you must take in order to complete a job. A job might involve a variety of tasks for both your team and the client—messages, invoices, time entries, contracts, and so on. Read more about the difference between our Pipelines, Jobs, and Tasks features.
Because there are so many moving parts to a tax practice, we’ve designed a system where you can automate tasks within your pipelines. This way, the tasks are automatically generated as a job moves from stage to stage within a pipeline. And if you want to manually create a task, you can also link it to a specific job. There’s lots of flexibility!
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.
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Tasks (Basic): Create Tasks & To-Dos
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. Tasks not only lets you know what’s next on your agenda but also what’s being handled by the rest of your team. Plus, you can automate tasks inside pipelines; this way, they are automatically generated exactly when you need them to be.
Covered here:
Creating Tasks
On TaxDome, we see tasks as steps you must take in order to complete a job. A job might involve a variety of tasks for both your team and the client—messages, invoices, time entries, contracts, and so on. Read more about the difference between our Pipelines, Jobs, and Tasks features.
Because there are so many moving parts to a tax practice, we’ve designed a system where you can automate tasks within your pipelines. This way, the tasks are automatically generated as a job moves from stage to stage within a pipeline. And if you want to manually create a task, you can also link it to a specific job. There’s lots of flexibility!
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.
