Task Assignees

When it comes to jobs, completing task is essential; you can assign as many team members to do it as needed.
Link the task to a job in a Pipeline to easily change the assignee.
When you are moving a job from one stage to the next, you can update the task assignee inside the Job.

Details: https://help.taxdome.com/article/380-assignees-and-account-access-how-everything-works-together#4

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​.

When it comes to jobs, completing task is essential; you can assign as many team members to do it as needed.
Link the task to a job in a Pipeline to easily change the assignee.
When you are moving a job from one stage to the next, you can update the task assignee inside the Job.

Details: https://help.taxdome.com/article/380-assignees-and-account-access-how-everything-works-together#4

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​.