What is a Task?
Tasks help you organize, assign, and track work effortlessly. Break down work into subtasks, attach files, collaborate with your team, and manage client requests—all in one place.
A task card includes the following key components:
1. Task Details
Name: The title of the task, such as "Month End & Reporting."
Status: Update the progress, e.g., "Completed" or "In Progress."
Client: Associates the task with a specific client.
Assignees: Identifies team members responsible for the task.
Estimated Hours: Time estimated to complete the task.
Start Date & Due Date: Defines the timeline for the task.
Repeating Schedule: Automates recurring tasks, such as monthly reviews.
2. Description and Resources
Add links to related files or folders to centralize information.
Document pending items, ensuring critical elements like "Investigate allowance" are tracked.
Attach files directly for quick reference.
3. Subtasks Break down the task into smaller steps for clarity. For example:
Ensure bookkeeping is accurate.
Verify no unreconciled bank transactions.
Review financial statements such as the Balance Sheet or Profit & Loss.
4. Client Requests Collaborate directly with clients by adding specific requests related to the task.
5. Activity Feed Track comments and updates made by team members to keep everyone informed about task progress.
Followers: Assign followers to tasks to keep relevant team members informed.
Tags: Categorize tasks for easier organization and retrieval.
Comments: Use the comment section to discuss and clarify task details.
Mark as Completed: Quickly update the task status once finished.
Tasks are versatile and can support various workflows, such as:
Recurring operational activities (e.g., Payroll).
Financial reviews (e.g., Month End & Reporting).
One-off deliverables (e.g., Cash flow forecast).
With tasks, your team stays on track, ensuring accountability, collaboration, and visibility into ongoing work.
Overview of a Task Card
A task card includes the following key components:
1. Task Details
Name: The title of the task, such as "Month End & Reporting."
Status: Update the progress, e.g., "Completed" or "In Progress."
Client: Associates the task with a specific client.
Assignees: Identifies team members responsible for the task.
Estimated Hours: Time estimated to complete the task.
Start Date & Due Date: Defines the timeline for the task.
Repeating Schedule: Automates recurring tasks, such as monthly reviews.
2. Description and Resources
Add links to related files or folders to centralize information.
Document pending items, ensuring critical elements like "Investigate allowance" are tracked.
Attach files directly for quick reference.
3. Subtasks Break down the task into smaller steps for clarity. For example:
Ensure bookkeeping is accurate.
Verify no unreconciled bank transactions.
Review financial statements such as the Balance Sheet or Profit & Loss.
4. Client Requests Collaborate directly with clients by adding specific requests related to the task.
5. Activity Feed Track comments and updates made by team members to keep everyone informed about task progress.
Features for Collaboration and Efficiency
Followers: Assign followers to tasks to keep relevant team members informed.
Tags: Categorize tasks for easier organization and retrieval.
Comments: Use the comment section to discuss and clarify task details.
Mark as Completed: Quickly update the task status once finished.
Use Cases for Tasks
Tasks are versatile and can support various workflows, such as:
Recurring operational activities (e.g., Payroll).
Financial reviews (e.g., Month End & Reporting).
One-off deliverables (e.g., Cash flow forecast).
With tasks, your team stays on track, ensuring accountability, collaboration, and visibility into ongoing work.
Updated on: 28/11/2024
Thank you!