Home page - Add Tasks and reminders to take action on
Tasks. We would love to be able to manually add a task or reminder so that the next time we logged into a clients Xero we can see the reminder to check or do something.
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
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Tim Nunn
commented
Yes! The usual task management functions would be incredibly valuable - allocation to users, deadline, notifications, etc.
It would also be good to clear-up ambiguity with 'tasks' used in Projects. -
Luke Clifton
commented
Adding additional tasks manually is a must. it would be great for tasks outside of xero also such as, vehicle 3 in for service on *** date, or order materials for *** job
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Peter Shepherd
commented
Agree with previous omment made:
Tasks should able to be 1) allocated to a specific user ( eg bookkeeper/ accountant/owner), 2) able to be checked off, 3) recurring as required and 4) broken into either a "task" or announcement/comment"
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Michael Kapitan
commented
Tasks should able to be 1) allocated to a specific user ( eg bookkeeper/ accountant/owner), 2) able to be checked off, 3) recurring as required and 4) broken into either a "task" or announcement/comment"
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Michael Kapitan
commented
yes a simple checklist, plus recurring reminder items.
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Jacqui Watson
commented
I agree! Would be really good for us to be able add our own tasks and assign to users as well!
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Carol Walker
commented
I agree would love to be able to add tasks to the Task Bar on hom,e page as a reminder to do things
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Ainsley Sporle
commented
This I have also been asked about. The ability to be able to add other tasks that are for things to do even outside the features of Xero would be great. Like following up on an employee for information. That way clients aren't pushed back into their emails or other programs.
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Waqar Ahmad
commented
Absolutely, we need this feature in the form of a calendar.
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Walt Magnado
commented
Can the tasks be synced with an external task app, such as Todoist or another list app? It's tough to plan your day, week, or month if your client tasks are in one program and your day-to-day projects are in another. Perhaps they could sync with Google Calendar?! Maybe?! Possibly. That's a tall order, but the sad fact is we live and work in a world with multiple popular task apps.
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Prateek Datt
commented
NEED THIS ASAP
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Georgia Keays
commented
I came here to say exactly this!
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John Mvula
commented
Essential for ensuring that the outstanding tasks are dealt with first.
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Cheryl Schneider
commented
US Client here, complying with multiple State Sales Tax filing dates. It'd be great if X captured those dates from our registrations and put those on our Tasks list.
Or, let us add a year's reminders. Better that we add manually, since X still doesn't recognize that "Annual" reporting doesn't necessarily refer to calendar year (1/1-12/31). For instance, our largest state (California) has Annual Sales Tax filings that run 7/1 to 6/30. I'd sleep better w/ a June 30 reminder on Tasks list. -
Michelle Maurice
commented
A good example of this, when I did a clients GST reconciliation today and adjustment was made that actually belongs to the year end 2025 which has not had year end completed yet, and to make a note about what happened would be great so when year end is done we can check notes to see any explanations.
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Lillian Oliveri
commented
The prototype looks amazing. I really like the 'Task' menu, but was wondering if there could be a + button or an option to add a new task. Or, from the '+' option at the top-right hand side, where there are quick access options to add a new bill, invoice, transfers, etc, there could be an option to add a new task.
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Skilltec Training
commented
This would be fantastic! Especially if you can assign tasks to other users too as someone else has suggested.
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Louise Wilson
commented
This would save me from post it notes dropping off my monitor. Yes please!
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Trish Giunta
commented
In the tasks, it should report on the bills that are due to be paid in x period - whether that be a week or fortnight - user should be able to set it based on frequency of using the file.
This would act as a prompt to ensure payment is made.
In addition, there has not been a solution to recording a credit card statement due for payment. Being able to record the amount due and due date would really help! Fixing this would also be extremely useful
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Judith Partridge
commented
This would be such a great help, as i know i have notes everywhere, and sometimes lose them. If i was able to have them on the clients and able to see them as soon as i next log in and deal with them as soon as i log in would be a great help.