Firm & Adhoc Tasks Table

The Firm & Adhoc Tasks Table is in the Adhoc Tasks Department.

This is a manual table, as these tasks are often done in unpredictable intervals.

Some examples of tasks in this table are:

• Meetings

• Power Failures

• Travel Time

• Drafting Letters

• Emails

• More

How to add a Task

To add a task, click on 'ADD RECORD' in the top right corner.

Select:

• A task from the dropdown

• Client (if applicable)

• Accountant: Any task assigned to an accountant will be reflected in that accountant's view in the Firm & Adhoc tasks table.

• Due Date: This is optional.

• Save

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