Task Workspace Overview
The task workspace helps you quickly view, update, and collaborate on the work your firm needs to complete. It centralizes all task details—timers, statuses, files, notes, subtasks, and communication—so your team can stay organized and keep work moving.
Why this matters
Accounting work often shifts based on client responsiveness, upcoming deadlines, and team capacity. The task workspace reduces context switching by putting every detail in one place, helping your firm save time and maintain accuracy during busy periods.
Table of Contents
Open the Task Workspace
Navigate to a Client Record or open a task from the Global Task List.
Click any task to open its workspace.
Manage Time & Task Details
Timers
Start a new timer or add a time entry from the Timers area in the workspace.
Adjust or stop timers as needed.
Priority
Click Priority to adjust the task’s priority level.
Status
Update the task’s status directly from the Status control.
Edit or Archive
Click Edit to update task details.
Click Archive to archive the task.
Confirm by selecting Archive in the pop-up message.
Add Team Members
View currently assigned team members.
Click Add team member to assign additional teammates.
Dates
Open the Dates section.
Add, edit, or delete dates as needed.
Progress Chart
View task progress in the Progress Chart section.
Manage Subtasks & Work
Work Tab
Use the Work menu to add and manage all workflow items, including subtasks, client requests, questionnaires, and document checklists.
Click the Work button.
Select one of the available options:
Subtask
Client Request
Questionnaire
Document Checklist
Add a Subtask
Click Work > Subtask.
Add subtask details.
Save the subtask.
Drag and drop the subtask to reorder the workflow.
Add a Client Request
Click Work > Client Request.
Add client request details.
Click Create.
Drag and drop to reorder the workflow.
Add a Questionnaire
Click Work > Questionnaire.
Add details: Client name, Assignees, Client due date, and Client reminder.
Click Create.
Edit the questionnaire as needed.
Choose how to save:
Click Save > Save as draft to add the questionnaire to the workflow without sending it, or
Click Send to send it immediately.
If saved as draft, drag and drop the questionnaire into the correct order in the workflow.
Add a Document Checklist
Click Work > Document Checklist.
Choose how to build the checklist:
Generate with AI (toggle on), or
Build manually (toggle off).
Generate with AI
Provide a prompt and/or upload a file for AI to generate checklist items.
The checklist name autofills based on generated content.
(Optional) Link a template to structure the checklist.
Add details: Client (autofilled), Assignee, Client due date, Client reminder, and Description.
Click Create.
AI-generated checklists may take a few minutes to complete.
Choose how to save:
Save > Save as draft to add to the workflow without sending, or
Send to deliver immediately.
If saved as draft, drag and drop the checklist into the correct order in the workflow.
Build Manually (AI toggled off)
Enter a checklist name.
Click Add checklist item to add each document required.
For each item:
Add a document name, and
(Optional) Use settings to add a description and/or mark the item as required for upload.
Add details: Client (autofilled), Assignee, Client due date, Client reminder, and Description.
Click Create.
Choose how to save:
Save > Save as draft to add to the workflow without sending, or
Send to deliver immediately.
If saved as draft, drag and drop the checklist into the correct order in the workflow.
Manage Files, Notes, Reminders, and Automations
Files Tab
Open Files.
Add new or existing files to the task.
Select Remove from task to detach a file.
Files added to subtasks also appear here.
Notes Tab
Open Notes.
View, add, edit, or archive internal notes.
Notes added to subtasks appear here.
Reminders Tab
Open Reminders.
Add, edit, or delete reminders.
Reminders added to subtasks do not appear here.
Automation Tab
Open Automation.
Add a new automation or edit/delete existing automations.
Automations created on subtasks do not appear here.
Collaborate in Comments
Open Comments in the slide-out panel.
Add comments, attach files, send GIFs or images, and @mention teammates.
Click the collapse/expand icon to show or hide the panel.
Summary
The task workspace centralizes all task details—timers, files, subtasks, notes, reminders, and communications—so your team can efficiently review, update, and manage work. Use this space to maintain visibility, collaborate effectively, and keep client work on track.
Need help?
Contact Support or ask Penny, our AI Support Bot.