How to Identify Unfinished Elements Linked to Jobs

The indicator on a job card in a pipeline is used to reflect only the number of unfinished elements linked to job.
The number reflects all unfinished elements that require action from someone (either your team or your client).
This number also helps understand when auto-move will be triggered if it is enabled.

Learn more about linking objects to jobs: https://help.taxdome.com/article/237-linking-objects-to-jobs#3

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​.

The indicator on a job card in a pipeline is used to reflect only the number of unfinished elements linked to job.
The number reflects all unfinished elements that require action from someone (either your team or your client).
This number also helps understand when auto-move will be triggered if it is enabled.

Learn more about linking objects to jobs: https://help.taxdome.com/article/237-linking-objects-to-jobs#3

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​.