Upload the Task Documents

• Related Articles

• Upload the Client’s Documents

  Open the Client dashboard. Search or click on the client’s name. Open the Document tab. You can drop or upload client Documents such as GST Return, ITR File, Audit reports etc.

• Add or Edit Document Type

  Add Document Type Go to Settings, and Open “Document Types”. Click on “+New” button and enter the Document Type name. Click the Save button Edit Document Type To edit this document, click Edit (✎) button next to the document name. Click the Save ...

• Monitor Task Activity or Task History

  Open task dashboard. Select the task and click the Task History tab. Under task history, monitor each activity of the task.

• Create New Task

  Open Task dashboard. Click on (+ New) button. Enter the Task details such as Client, Service, and Due date of the task. Select the User(s) and Tags. Save the task.

• Change Task Status

  Open Task dashboard. Click on the Service Name. Click on the Task status dropdown ▾ to change the status. (Next to service name)