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.
Michelle Maurice
shared this idea
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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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.