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  1. Homepage - Ability to add sticky notes/notes

    204 votes

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    65 comments  ·  Users & setup » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Amber Grice commented  · 

    I keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on

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    Amber Grice commented  · 

    Having a "post-it-note" option on your dash board

    Amber Grice supported this idea  ·