Tasks Explained

Tasks help you manage your to-dos to make sure everyone in the firm is on point.
Watch the video to find out how to create tasks, change task details, and use tasks inside jobs!
Visit our help center for more information:
https://help.taxdome.com/article/110-creating-tasks

Learn about workflow and automation in TaxDome in our webinar: https://vimeo.com/498341104

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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 onboarding training sessions or in-demand webinars, where we dive deep into the topic at hand, covering features, use cases, and a dedicated Q&A session: https://taxdome.com/webinars.