Related Articles
Turning an Email into a Task
From an email, create a task with due dates and automatic reminders for yourself, the client, or someone on your team. This could be when a client sends in a request that can't be completed until month end, create a To Do Task for yourself and set a ...
Estimated Tax Payment Reminders
Smart Tax Delivery offers your tax clients an easy-to-use, mobile, and guided option for reviewing and signing their tax return. It's simple yet effective, ensuring IRS compliance while eliminating the non-billable time typically spent coaching ...
How to Complete a Task
After you complete a Task, you must mark it complete in order for your firm can review the Task. 1. Click the Mark Complete button at the bottom of the task. 2. Once your firm reviews the Task and marks it complete on their end, the Task will be ...
How to Create a Task
1. Click +Add New in the upper-left side of your screen. 2. Click Task. 3. Select Task Type. 4. Select the Account. 5. Select the Contact. 6. Select a Due Date (or make it recurring). 7. Select an Owner. 7. Enter a Subject Line. 8. Enter a ...
How to Comment on a Task
Use the comments section to ask your firm questions or respond to their comments. When a new comment is made on a Task a pink dot will appear next to the Task. To comment on a Task: 1. Click on Tasks on the left side of the screen. 2. Use the filters ...