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Firm Tasks

1min

Firm Tasks is a place where you can track all the work for your firm that's not client-related.

Sections in Firm Tasks work like Non-Closing Tasks (you can have one-off tasks or custom recurring tasks), but you can create as many sections as you'd like.

You can get to your Firm Tasks by clicking the Firm Tasks button on your Client List.

All users can see all tasks in Firm Tasks.

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Firm Notes

Just like Clients have Client Notes, you also have a notes section here for firm notes like SOPs.



Updated 03 Mar 2023
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Firm Notes