🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
You can now edit job details in bulk
Change jobs’ parameters in bulk: assignees, due date, priority, descriptions.
Example: one of your employees is off on sick leave. You can quickly filter jobs assigned to them and change the assignee in two clicks.
Note that linking elements, moving jobs through pipelines, adding comments is not currently available in bulk editing mode.
Read more: https://help.taxdome.com/article/109-using-jobs#11
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
Video
Bulk Edit Jobs
You can now edit job details in bulk
Change jobs’ parameters in bulk: assignees, due date, priority, descriptions.
Example: one of your employees is off on sick leave. You can quickly filter jobs assigned to them and change the assignee in two clicks.
Note that linking elements, moving jobs through pipelines, adding comments is not currently available in bulk editing mode.
Read more: https://help.taxdome.com/article/109-using-jobs#11
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.