Specialized tasks allow you to schedule ANY reoccurring tasks. The task name is a text column, so really, any task you can think of.
These tasks will be scheduled according to the frequency you select and will continue to populate in the Specialized Tasks Table based on this frequency.
Setting up a specialized task
Go to the Specialized Scheduler under the Adhoc Tasks Department.
Click on 'ADD RECORD' in the top right corner.
Expand the view by clicking on the expansion bar
Add a Task Name and Description. Then select a Client, Accountant, Department, and Partner from the dropdowns. The Department column refers to the rates that you want to have applied to these tasks when timing, e.g., the same rate as accounting services or the same as payroll.
Now you can set a Frequency by selecting from the dropdown. Depending on the option you select under frequency, the rest of the scheduling options will change.
All frequencies will have a 'Schedule (days before due)' field. This indicates how many days before the due date you would like a task to appear in your table.
If you have a task that happens every few months, please select 'Specific day of the month' under frequency. You can then choose a day of the month and 'every how many months' the task should be scheduled.
Task reminders & working on tasks
All tasks that have a due date will schedule a reminder in the All Tasks Due Detail table. This post will explain more about how to work on tasks in DataGrows.
If you have any questions, please contact support@mydatagrows.com
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