8/7/2023 0 Comments Task coach invoicesUsers can create notes for clients and upload and store relevant documents pertinent to the client. STEP 4: Create Client Notes & Upload Documents Clicking ‘Mark Complete and Finalize Task’ will simply finalize the task and not re-create it.Ĭreate New Tasks or Edit the existing Tasks to suit the user business requirements:Ĭlicking ‘Show Search Filters’ allows users to enter filters and search parameters in order to search more effectively for given tasks.Įxample: Filtered by Task Types (Annual Accounts) from Jto June 30, 2023. Generate new tasks for each client, assigning a deadline, reminder date and frequency to the task and assign the task to the team member who will be responsible for completing the task:Ĭlicking ‘Mark Complete and Recreate Task’ will recreate the task with a new date at the appropriate position on the task manager list according to the deadline date of the task. ADD CLIENTS:įollow the steps in the screenshots below Client Manager > Add New Client: The method of deployment differs according to whether the user is a single-user (whereby viewing of the data is limited to just themselves) or wants to be able to share access with a selected wider team of people who will be invited to view the data and use the app by the original owner user.Ī full description of how to use the App is given below, along with instructions at the end on how to deploy the Trial and create the secure front-end browser. Then there is a deployment process which the user needs to follow in order to create the secure front-end interactive browser. The Trial comes in the format of a link to a Publicly-Shared Master Google Sheet, which the user must first make a copy of the public sheet into their own private Google Account. Users have a Trial Period of 30 days, after which they must purchase a license in order to continue using the App. The user is always presented with a list of the most pressing tasks listed by deadline date so that there is a constant reminder of what needs to be done. Tasks can be repeatable with a defined periodicity (weekly, monthly, quarterly, annual), or can be one-off. So where an accountant would want to track upcoming task deadlines for accounts, tax filing & payroll requirements, a plumber, electrician or aircon engineer would want to record annual maintenance commitments for boilers and other installations, and a property landlord or AirBnB host would want to record contracts, deposits, cleaning, maintenance, check-in & check-out times, etc. Tasks and activity types are easily customisable to suit any business. Typical users include accountants, bookkeepers and other self-employed professionals, and also tradesman, property landlords, and “cottage-industry” small businesses. Remind them about their task deadlines or promote a new product or service.
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