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If you have employees who are responsible for jobs as a whole, you might want to automatically assign all tasks in a stage to them.
By default, the task assignee is defined in the task template. However, you can choose to assign a task to a job assignee in the pipeline settings.
Learn more in our Help Center: https://help.taxdome.com/article/270-tasks-in-jobs
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
Video
Match Task Assignee with Job Assignee
If you have employees who are responsible for jobs as a whole, you might want to automatically assign all tasks in a stage to them.
By default, the task assignee is defined in the task template. However, you can choose to assign a task to a job assignee in the pipeline settings.
Learn more in our Help Center: https://help.taxdome.com/article/270-tasks-in-jobs
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
