How to create a new task? (for practitioner)

Article reserved for the accounting firm's practitioner

In the "Tasks" tab:

1. Click on the button  at the top right

2. Select the type of task to create :

The types of tasks accessible to everyone 

• “Todo”: a type of task know as “classic”
• “Event”: allows you to plan an event on a company
• “Question”: allows you to ask a question with 3 possible types of answers in the form of :

• Text
• Number
• Choice yes/no

Types of tasks reserved for practitioners

• "Document request": allows you to request a missing document that requires the addition of one or more documents to be completed. The documents will be automatically archived.
• "Approval request": see the article: "How to create an approval request?".
• “Group of tasks”: see article: “How to create a group of tasks?”.

3. Select the link:

• a company, so that anyone with access to the company can see the task through search.
• "none" for a private task. It will then be visible only to the users assigned to it.

4. Fill in the fields:

• The title of the task
• The description
• The due date
• Users to be assigned to the task
• “Followers”: follows the progress of the task without being assigned to it
• Task dependency options:

• “Blocking”: allows you to define a task that will be blocked by the task being created. The selected task can be performed only after the completion of the task being created.
• “Blocked by”: allows you to define a task that must be performed before the task being created. As long as the selected task is not performed, the task being created cannot be performed.
• “Group of tasks”: see article: “How to create a group of tasks?”
• “Confidential”: only assigned clients and practitioners with access to the company will be able to see and access the task

5. Click on

The task will be displayed in the section