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Using the Action Button to view all tasks relating to a client

Article ID: 2685
Last updated: 04 Apr, 2017

You can use the Action button (the cog shaped button in the top right of the window) to view and modify any outstanding tasks assigned to a client.

Additional functionality has been added to the Outstanding Tasks menu when viewing tasks relating to a client via their tax return or set of accounts.

You can access this menu by:

  1. Open a Client in an application, such as Accounts Production or Tax Return Production
  2. Click the Action Button found in the top right corner of the screen

  1. Choose View Tasks for this Client from the menu that appears

A window will open to show you any outstanding tasks that are assigned to the client.

Use the buttons to the right of the table as follows:

  • Edit Task - calls up the wizard to edit the Task
  • View History - shows an activity log and provides further details about the Task
  • Update Progress - allows you to modify the progress of the Task
  • Reassign - enables you to choose another member of staff to reassign task to
Article ID: 2685
Last updated: 04 Apr, 2017
Revision: 7
Views: 319
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