How could Xero improve the homepage?

I would also really appreciate reminders not only for Clients or Suppliers, but specifically email reminders when invoices are due. It does not have to be daily, weekly reminders would work perfectly. It would also be great if these could be grouped together, so there is no need for individual reminders for each invoice.

In addition, I would like the ability to create general notes or reminders in one central place within Xero, something like a dashboard or shared reminder section that is easy to access.

I like the new layout, it's good that you can delete anything you don't want to see there and move the tabs around. I like the idea of tasks but it would be great if you can extend this to have a shared note feature there for the team so that we can communicate priorities/tasks/actions. If this is a step too far then even a non-shared freestyle note section would be good to note other tasks there. Thanks

I came to this section request exactly the same functionality. It would be great to be able to create my own task list and reminders so that next time I log in it would be all there in one place for me (or notes for anyone else if I’m not available)

Hi everyone I'm Jen and I'm a Designer at Xero. We're doing concept testing on this feature so if you're interested in helping us out, please take a 2-3 minutes to complete our confidential application survey:

https://feedback.xero.com/jfe/form/SV_4PmInPlaFqoMjpY

We plan to schedule these sessions this month.

Here’s what’s involved:

- 60-minute video call – where we'll discuss how you use different devices for work and get your thoughts on some early designs.
- Gift card worth $140 AUD (or your local currency equivalent) if you are selected to participate.
- Concept feedback – You'll explore a few early prototypes and share your screen while providing feedback

Thank you!

This would be great! I was imagining a To-Do list of sorts so that we can leave notes/reminders/tasks for ourselves and other users to see when they login. Even better if individual tasks can have an option to assign to a particular user and an option to mark complete. We are starting to train one of our staff members to complete quotes and invoices so this would be a really convenient platform to use instead of sharing a google doc back and forth.

Yes, this would be an excellent feature.

would love some sort of notes area / tasks so can put notes for wages upcoming or varies things we need to try and remember to do when we are next in xero

Yes in particular, if we could see if the super had been authorised and paid.
Either in tasks or revised the Activity Statement section and show it there

A widget with Calendar, date and time with editable task timeline and appointment scheduling within the widget for better flow of task execution. While this idea can be done on an other external app, i believe integrating this within Xero homepage will give the users access to almost everything needed to run a business under on single roof.

Option to have recurring weekly, monthly, quarterly tasks would be useful

Option to add extra personalised tasks to Task list on home screen in Xero.
With the task list showing front and centre in the new home screen, it would be very helpful to be able to personalise the list with individual tasks and reminders. From accountants and bookkeepers side, we could add tasks and reminders to clients. Also adding tasks to complete next time we login to the clients file. Equally useful for small businesses. Reminders to pay something, fix a payrun next time pays are done, follow up on a missing document etc etc.

This would be a really useful feature - so simple. Hard to understand why it's not already available.

yes please to being able to add tasks! Monthly repeating would be handy for me.

I agree, this was going to be my request as well.

Tasks for new files or flagged files would be very useful, like the way invoices are currently listed. The change to management of files has been great, and I hope it continues be refined. The homepage Tasks box has the potential for useful file management if the files can be tagged in a task for action by an user, either manually or according a rule and that user notified.

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.

Show due date for VAT, PT or CT depend on client/ organization

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

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"

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"