Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Practice Management
VAT Filer
Anti-Money Laundering
Support home
Video Training Guides

Hot Topics
SimpleStep Guides
Release Notes
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Agent Services Account
MTD for Income Tax
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

Job Template Task Actions

Article ID: 2980
Last updated: 17 Oct, 2019

You can automate the start of each Task by using setting Task Actions in a Job. You can setup your Tasks so that when one is complete, the next Task begins and you can send a notification to specific users.

In this scenario we will set a Task to complete and notify a user that the status has changed:

  1. From the Job Template navigate to the relevant Task.
  2. Click View/Add Actions to display the Actions dialog.
  3. From the Action dropdown list, select Task Completion.
  4. Now select the result Change Task Status and select Completed.

Therefore, when the Task is complete the status is updated to Completed.

To notify a user of the status change you will need to add second result.

  1. Click Add Result.
  2. From the Result 2 dropdown list select Notify User and select the user to be notified when the Task is complete.
Article ID: 2980
Last updated: 17 Oct, 2019
Revision: 4
Views: 196
This article was: