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Tasks (Basic): Create Tasks & To-Dos

Tasks (Basic): Create Tasks & To-Dos
12 Min

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:

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Document

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: