Working through To-do

to dos are the regular tasks you do every day, week, or just once that aren't closing activities for instance, typical tasks such as processing vendor bills, recording payroll entries, recording transactions from bank feeds, and so on can be set up and managed using the to do module another example is onboarding tasks that you do, which are more of a one time to keep your routine tasks separate from your closing tasks, we have a module named 'to do' that helps you manage all such tasks explainer video explaining each field of to do while creating a to do, you have different fields to set up they are explained below task name enter the to do name, such as recording transactions from bank feed or vendor bills select the client select the client you're creating the task for select folder select the folder where the to do should live it's a required field, and you must select the proper folder folders are ways to categorize tasks for example, you can have folders like onboarding, routine bookkeeping, sales tax, 1099, etc description this is where you may include additional details about the task for example, you may write step by step guidelines or steps to complete a particular task this becomes very handy for the person who is doing the task, so they don't have to refer to any external document tags tags are ways to categorize to dos for example, you can use tags to classify to dos further by subtypes like payroll, ap, ar, etc assignee select the assignee who has to do the to do this is an optional field at a time, you can only have one assignee due date set the due date for the to do here recurrence you've got a few options to set the recurrence daily you can choose to recur the task for each day you've also got an option to skip weekends weekly you can choose to recur the tasks on a specific day of the week you can also choose the tasks to recur bi weekly by defining the 'every 2 weeks' frequency monthly you can choose to recur the tasks on a monthly basis you can choose to set the recurrence by a specific date (say every 15th of the month) as well as the day (say every 3rd thursday) of the month yearly you can choose to recur the tasks on a yearly basis you can choose to set the recurrence by a specific date (say every 15th of the month) as well as the day (say every 3rd thursday) of the month you can set start date and end date for each type of recurrence the start date will define when the recurrence starts, and the end date will define when the recurrence should stop sub tasks sub tasks are smaller to do items as a part of the parent to do just like to do, you can add detailed information like assignee, due date, description, etc , to subtasks an option to create sub tasks isn't enabled by default if you want this, it needs to be enabled from settings > to do settings checklist checklists are also smaller to do items as part of the parent to do unlike sub tasks, you can't have separate assignees, due dates, or any other details for the checklist consider creating checklists to include a step by step guide to do a particular to do attachments you can attach any supporting documents to do a particular to do priority if you want to set the priority for to do, you can set it privacy by default, all the to dos created will be public to dos meaning they will be visible to all the users who have access to the client if you want to keep the to do private between the assignor and assignee, you can set it as a private task whether you want this feature or not, you can set it in settings for to do learn more https //docs xenett com/en/articles/7240894 set tasks private custom fields custom fields are managed at the firm level and can be used as additional information to categorize to do for example, you can create a custom field for the task frequency with a dropdown type having values as weekly, bi weekly, monthly, and so on you can create different types of custom fields using date, text, dropdown, number, and url field types once enabled, custom fields will start to show up for all the clients