Client Tasks
-
Client Tasks make it easy for you, the accounting professional, to send and track requests sent to the client for information. For your client, Client Tasks make it easy to respond and know what answers and items you are still waiting for. In Client Hub the process works like this: The accountan...
-
How to create a Client Task Request
Client Tasks are an easy way for you to send reminders or gather information from your client to help you get your work done. When creating a Client Task, the message should be written with the type of response you are requesting in mind. For best results, make sure your message is clear and conc... -
How to create Client Task Templates
To help simplify the process of requesting information from your clients, you can create client task templates of one or more client tasks. This feature is handy for new client on-boarding or for those recurring requests for the same information. Click here to view our demo video or follow t... -
How to Close Out a Client Tasks
If you create a Client Tasks in error, or the client provides the response in another manner, you (the accountant) can close out the Client Tasks in the workspace in 1 of 2 ways Close the Client task by clicking on the Actions Icon (...) in the upper right hand corner of the Client Task and sele... -
How to edit, close or delete a Client Tasks
If you create a Client Task and need to edit the contents, follow the instructions below: Click on the Client Task card to display the details on the slider. Clicking on the Actions icon (...) Select Edit Make the appropriate changes then click Save Changes To close or delete a Client Task. Cli... -
How to Use a Client Task Template
Under the **Clients **section in the left navigation, select the desired Client Workspace. From the client workspace click on the green **Create Client Tasks **button at the bottom of the center column. Click on the **_Load from Templates _**link at the top of the screen. Select the template to u... -
Requesting Multiple Client Tasks
You can also request multiple client tasks simultaneously in Client Hub. Under the **Clients **section in the left navigation, select the desired Client Workspace. Click on the **New Client Tasks **button at the bottom of the center column. In the **New Client Tasks **window enter the item text ... -
The File Manager tab above the Conversations panel contains archived copies of all attachments received from conversations as well as client tasks for this client. Click the **File Manager **tab - this gives you access to copies of all attachments from client tasks and conversations. Click on th...
-
How to use the Auto-Remind feature for Client Tasks (enable & disable)
This feature can be enabled when creating a Client Task or after the Client Task has been created and the client is not responding. Add Auto remind to a new client task In the New Client task dialog box toggle the Auto-Remind Client switch to the on position Select the number of days to wait un... -
Batch Client Tasks allows you to create a single Client Task and send to multiple client workspaces with a single click: Click the Batch Actions button next to the search field at the top of the client list (Blue box with a checkmark) Check the boxes next to each client name to select which Clie...
-
How to delete a Client Task template
Go to Templates on the left navigation Click on Client Task Templates at the top of the page Click on the template you want to delete Click the Delete Template button