Workflow & Automation

Create Tasks

• Create a Task
• Work with Emails and Tasks From the Global Inbox
• Use Bulk Tasks
• Create a Recurring Task
• Add Tax Year and Return Type Fields to a Task
• Add a Date to a Task

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Tools on a Task

• Add a Date to a Task
• Add a Custom Date Type to a Task
• Add a Reminder to Tasks & Subtasks
• Add Files to a Task
• Start a Timer on the Task Workspace

Task Templates

• Create Task Templates
• Customize Preset Task Templates
• Apply a Task Template

Task Lists

• Use the Task List
• Filter the Task List
• Update Tasks From the Tasks List
• Pin a Task on the Task List
• Edit Task Information on the Client Record
• Create New Filter Views on the Task List

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Task Automation

• Add an Automation Rule to a Task
• Add an Automation Rule to a Subtask
• Edit or Delete Automation Rules
• Common Automation Rules

Task Automation Recipes

• Record the Date of an Event
• Send Approaching Date Notice to Team Members
• Send an Automatic Confirmation Email to Clients
• Automatically Complete a Main Task after all Subtasks are Completed
• Automatically Update Status as Project Progresses
• Initiate a Project Workflow After Onboarding is Complete

New Task Workspace

• Opt Into and Out of the New Task Workspace
• Navigate the New Task Workspace
• Add Files to a Task
• Add a Fixed Date to Tasks
• Add a Relative Date to Tasks
• Add an Automation Rule in the Task Workspace

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