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.

Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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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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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.
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Stuart Lovell commented
Great idea. When working on clients accounts I have to have a separate to do list open on my laptop. It would be useful to be able to manually add tasks that need doing for a specific client. Particularly when trying to keep up to date with all the AML legislation etc
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Mukhethwa Mufamadi CA(SA) commented
This is a great idea. Even better if these tasks can be assigned to other users by the user. e.g., The bookkeeper can assign a task to the tax accountant once they are done with the P&L so that the tax accountant can complete a VAT return, etc., or an accountant can add a task for the manager to review their own work, etc.
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Jeff Franke commented
That would be very helpful. Thanks
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Alexandra Elliott commented
A fabulous idea!
Simple reminders, 'to do', follow ups, set deadlines.... for teams, single users, advisors to clients... possibilities would be endless
customisation would be key for this feature to be really valuable
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Shawn O'Grady commented
I love the idea of tasks and think Xero could take advantage here,
- GST return to submit.
- Payroll to process.
The idea of the custom/ reoccurring text, is great.