Feature reserved for the accounting firm's practitioner
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The creation of a task group is done in 2 steps:
The creation of the group
Adding tasks to the group
Creating the task group
Select the "Tasks" tab
Click on the button
Select "Group of tasks"
Select a company
Enter a task title
Add a dependency if needed (see the article "How to create a new task?")
Click on
Adding a task
There are two possibilities to add a task on a group:
Either the task is already created:
Select the task
Click on it to access the content
Click on "Options"
then "Edit"
Select the task group in the corresponding field
Or the task is being created: select the task group in the corresponding field.
Once the grouping is done, the group is visible in the tasks menu, with the possibility of seeing all the tasks linked to the group by clicking on the button
