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Article ID: 2987
Last updated: 04 Apr, 2023
You can now organise your Tasks by collating them in a single Job. A Job contains multiple Tasks which allows you to automate services offered by your practice, like Tax Returns. For example, there are several steps involved in processing a Tax Return. To make your life easier, you can create a single Tax Return Job and create all the relevant steps within the Tax Return Job as Tasks. As a practice, processing Tax Returns will be a frequent occurrence, therefore you can also create Job Templates so that you don't have to create a new Tax Return Job every time. See How to Create a Job.
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