24. Tasks

Professionals & IfindTaxPro Team can add tasks for users to complete requirements & documentation.

1. Users can view all the tasks assigned by navigating to Tasks in the Entity Dashboard Panel

2. All the tasks assigned by our IfindTaxPro Team and Professionals can be viewed under “All Tasks”.

3. Click on the assigned task to update the status.

(Users can change the status to Backlog, InProgress, Under Review, and Done)

4. Users can update the tasks based on the current status of the tasks.

5. All the tasks are categorized based on their status. The same can be viewed by Click on each of the Status Tabs (Backlog, In Progress, Under Review, Done)

How to set up reminder notifications for Tasks?

Users can set up reminder notifications for each of the tasks assigned. The notification reminder is available daily or for up to 110 days.

1. Users can view all the tasks assigned by navigating to Tasks in the Entity Dashboard Panel

2. Navigate to My Tasks

3. Toggle the Notification Switch to “ON”

4. Select the applicable number of days to receive a reminder notification in your registered email id.

Leave a Reply

Your email address will not be published.Required fields are marked *