Settings and activity
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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.
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Jan Bride
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An error occurred while saving the comment Jan Bride
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I agree whole heartedly with all previous comments. It would be so helpful if a separate page could be set up for notes in general and when clicking on a contact or creating an invoice we are aware of any notes that have been generated.
It has been on our wish list for a long time and not having a notes page is the only downside to using Xero.
The notes are an excellent addition but they don't stand out and tend to go unnoticed. They need to be a different colour that stands out as soon as the page is opened.