Communication is key when deadlines are quickly approaching. The ability for you and your team to Comment on specific Tasks allows for more efficiency in the process of tax preparation.
Comment From the Tasks List
1. Navigate to the Tasks List in the Work slide-out menu.
2. Select the needed Task name.
Clicking on the task name will reroute you to the Tasks tab of the client record.
3. Locate the comment section on the right side of the task workspace.
4. Start collaborating through comments.
To learn more about comments, refer to our Collaborating with Comments training video.
Comment From a Client Record
1. Navigate to the Tasks tab in the desired client record.
2. Select the Task name in the Task List.
3. Locate the comment section on the right side of the task workspace.
4. Start collaborating through comments.
To learn more about comments, refer to our Collaborating with Comments training video.