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.