Feature reserved for the accounting firm's practitioner

The creation of a task group is done in 2 steps:

• The creation of the group
• Adding tasks to the group

Creating the task group

• Select the "Tasks" tab
• Click on the button  
• Select "Group of tasks"
• Select a company
• Enter a task title
• Add a dependency if needed (see the article "How to create a new task?")
• Click on

Adding a task

There are two possibilities to add a task on a group:

• Either the task is already created:
  • Select the task
  • Click on it to access the content
  • Click on "Options" then "Edit"
  • Select the task group in the corresponding field

• Or the task is being created: select the task group in the corresponding field.

Once the grouping is done, the group is visible in the tasks menu, with the possibility of seeing all the tasks linked to the group by clicking on the button