XPH | Homepage - Create tasks and recurring tasks to show on your homepage
A function to create tasks and recurring tasks to show on your dashboard, much like Google Tasks. A basic To-Do list that shows recurring tasks that you need to complete every month for each client. This links in with XPM as a CRM system.
Johnny van Wyk
shared this idea
Appreciate your idea here, Johnny. Great to be hearing how we could make more improvements to the new Xero Partner Hub homepage to help your practice run.
We'll start to track the support in this here. As you'll have seen our product team are highly engaged with the feedback coming in on this and I'll make sure to let you know if there are any updates for this in the works.
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Gil Bennett
commented
It would be great if we could assign task as we have multiple people working within Xero.
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Yvonne Varela
commented
It's great to have Jobs and be able to track them or display them on the dashboard.
However, each Job may require several Tasks; for example, Activity Statement is a Job that includes all the monthly, quarterly or yearly BAS and/or IAS statements requiring preparation and lodgement.
It is these tasks that are the critical backbone of the work actually conducted in a firm and what we are held legally responsible for under our client agreements.
Clear tracking of Tasks, including the schedule for when they are conducted or due for lodgement, is needed front and centre when staff log in.
Currently, the process is convoluted and impractical in a busy firm. Having it as a standard option on the dashboard is critical so work is not missed.
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Ananda Kantharia
commented
Yes please! Another vote for recurring tasks—weekly, fortnightly, monthly, etc.—that we can tick off as we go, so no financial tasks get missed!