Tasks
Assign User to Client with Particular Service
Go to the Client dashboard. Open a client and click on the "Service" tab. Click on the pencil icon next to "Recurring Services." Click on "Configure Users" that appears next to the service name. Choose the user(s). The task will be auto-assigned to ...
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.
Create Recurring Task
To create recurring tasks, you must first create the recurring service. Please refer to the article "How to Create Recurring Service" After creating the recurring service, you need to assign the service to your clients: Go to the client dashboard and ...
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)
Add Note or Comment on the Task
Open Task dashboard. Click on the task. Find notes under the task details tab. Enter notes or comments and click on the Post button.
What is Timelog?
Under the task dashboard, there is a timelog option. Timelog is the duration of time taken to complete each work of a particular task. User can record their working time for the task to improve their performance.
Add New Log Time
Open task dashboard. Select the task and click on the Timelog tab. Click on “+ Log Time” button. Fill work details of the task. Select “Start time” and “End time” of working on the task. Time spent appears in the "Hours Spent" column. Click the Save ...
Create a To-Do under the Task
Some tasks take a long time to complete, and multiple works are under a single task so users can make the task simple by using To-do. Open task dashboard. Select the task and click on To-Do tab. Click on “+ New To-Do” button. Type your to-do and ...
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.
Upload the Task Documents
Open the Task dashboard. Click on the Serivce name. Open the Document tab. You can drop or upload the Documents such as GST Acknowledgement, ITR Submission file, Audit reports etc.
Popular Articles
Add Expenses to Invoice
Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...
Clients Recurring Service
After adding clients to the dashboard you can add recurring services for clients like GST Returns, ITR, Accounting, Audit, etc. Also, you can set the price of tasks as per clients. Open the Client dashboard. Search and click on the client’s name. ...
User Roles Settings (Permission Settings)
Go to Settings and open User Roles'. Click on the +New Button or click on the role name to edit. Client Create Client: You can select the checkbox to enable/disable permission for this action. Edit Client: You can select the checkbox to ...
Export Data to Tally (Import Data in Tally)
Go to Settings and click on “Export Data to Tally” Select the date range for downloading the receipts, invoices, clients, and services for import into Tally. Note: The date range should be within 1 year. Download the zipped file that contains the ...
Save Client's Password
Go to Clients, and open a client. Go to Password tab, and Click “+New” button. Select the Portal (+Add New if not available) Enter Username and Password, and click the Save button.