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  1. Homepage - Ability to add sticky notes/notes

    201 votes

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    64 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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    Laurel Parkinson commented  · 

    I would just like to be able to add notes on the dashboard, for example things my book keeper has told me to do like attach car insurance bill when paying car insurance

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    Laurel Parkinson commented  · 

    This would be extremely useful. Would like to be able to put reminders/notes to myself where I can easily access e.g. when paying car ins bill check gst is included....etc

    Laurel Parkinson supported this idea  ·