Job tasks overview

Practice Admin Managers Partners Job Admin

The tasks within a job define the specific activities that need to be carried out in order for the job to be completed, such as requesting information, completing preparation, completing a review, etc. Each task can then be assigned to a staff member, have a due date and a budget. You can also schedule billing so that a bill is generated once a task is completed.

By default, tasks are assigned to the manager who can then determine who will do the actual work.

Select the required job, then select the Tasks tab. A list of any existing tasks added to the current job is displayed including any budget and WIP information allocated against each task. To edit an existing task, click the required Edit icon. You can only delete tasks that do not have any time allocated to them. This is achieved by clicking the Delete icon adjacent to the applicable task. To add a new task, see Add a new task to a job

The Tasks tab is not available for standard tax jobs.