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Task lists

Task lists are reusable templates with a set of tasks. When you assign a list to a user and a company, the tasks are created automatically in that person’s work list.

When do you use task lists?​

Task lists are useful for work that repeats:

  • Monthly close — checklist with all steps that should be done each month
  • Year-end closing — complete task set for year-end per company
  • Onboarding a new client — standard tasks when starting a new customer
  • Quarterly reporting — VAT reconciliation, controls and filing

Creating a task list​

  1. Go to Task lists in the side menu
  2. Click + New task list
  3. Give the list a name and a description
  4. Choose recurrence (optional):
    • One-off — the tasks are created once
    • Monthly — new tasks are generated automatically each month
    • Quarterly — every quarter
    • Yearly — every year
  5. Add items (the tasks) with title, priority and an optional description

Items in a task list​

Each item becomes a task when the list is assigned. You can set:

  • Title — what the task is about
  • Description — optional detailed explanation
  • Priority — Low, Medium, High or Critical
  • Category — type of work
  • Checklist — subtasks to tick off

Items can be sorted with drag-and-drop.

Progress tracking​

When a task list is assigned, you can follow progress:

  • Open the task list and go to the Assignments tab
  • See a percentage bar for each assignment (for example «7/12 completed»)
  • Completed assignments are shown with a green highlight

Tips​

  • Start with 3–5 task lists for the most common processes
  • Use recurrence for routine work — then you avoid creating tasks manually
  • Keep items concrete: «Reconcile bank account» is better than «Miscellaneous»