Follow up on tasks

Open the task overview

Go to Tasks. The board groups work by its current state:

• Needs your action: your firm has a next step or something needs attention.
• Waiting on client: the next step belongs to the client.
• In progress: the workflow is ongoing.
• Done: the task is complete.

Open the task to see exactly what is needed. A board card does not show the entire history.

Check the client, period and status

Check which client and period you are working on. Read the details, any messages and the conversation before taking action.

For filing tasks, review, filing and payment can be separate steps. Use the task’s current details; client approval alone does not mean every step is complete.

Find a task again

Where a task list offers filters, check Open, Done or Archived. Use All when Mine limits the list to clients assigned to you.

Regular conversations are in the Inbox. Use the task conversation when your message concerns that specific task, so the context stays together.

Start a task for a client

Open the client’s Overview and choose View all next to Tasks. Choose New, select an available task type and enter the requested period and details. Check them before starting the task.