Settings and activity
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203 votes
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Eric de Jager
commented
this is open since 2022... not good, Xero come on man...
Eric de Jager
supported this idea
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203 votes
Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.
We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.
The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.
An error occurred while saving the comment Eric de Jager
commented
Yipp or even just making notes for yourself to see in your Dashboard
This feature in my opinion would make Xero quoting much better than alternative api plug in third party services. But like everything Xero, I do not even know why we have this feature request. Since they ignore it and do not even take the time to acknowledge the request. It is sad, since Xero is a great product as it stands... pity they do not like being better...