Reoccuring Tasks (Matters)

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Laura Kane-Punyon

• February 13, 2017 15:23

As a CPA firm, most of our tasks occur every year and have similar due dates.  For instance, a 1040 tax return is due on 4/15 ever year and can be extended 10/15 every year.  I would like a feature that would allow me to set up task types and then due dates based on those task types that can easily roll forward every year.

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• Official comment

  

  Patrick Vernallis

  • October 10, 2018 15:56

   Hello Laura,
  
  We have recently released a new feature - Task Management, that will allow you to create, delegate, and track tasks and to-do items across your practice. Click here to learn more. 
  
  For more information about how to use Tasks - please see the following Support article for instructions.

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  Laura Kane-Punyon

  • September 16, 2017 11:25

  Is this on the horizon any time soon?

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