Article reserved for the accounting firm's practitioner
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In the "Tasks" tab:
Click on the button
at the top right
Select the type of task to create :
The types of tasks accessible to everyone
“Todo”: a type of task know as “classic”
“Event”: allows you to plan an event on a company
“Question”: allows you to ask a question with 3 possible types of answers in the form of :
Text
Number
Choice yes/no
Types of tasks reserved for practitioners
"Document request": allows you to request a missing document that requires the addition of one or more documents to be completed. The documents will be automatically archived.
"Approval request": see the article: "How to create an approval request?".
“Group of tasks”: see article: “How to create a group of tasks?”.
Select the link:
a company, so that anyone with access to the company can see the task through search.
"none" for a private task. It will then be visible only to the users assigned to it.
Fill in the fields:
The title of the task
The description
The due date
Users to be assigned to the task
“Followers”: follows the progress of the task without being assigned to it
Task dependency options:
“Blocking”: allows you to define a task that will be blocked by the task being created. The selected task can be performed only after the completion of the task being created.
“Blocked by”: allows you to define a task that must be performed before the task being created. As long as the selected task is not performed, the task being created cannot be performed.
“Group of tasks”: see article: “How to create a group of tasks?”
“Confidential”: only assigned clients and practitioners with access to the company will be able to see and access the task
Click on
The task will be displayed in the section
