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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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    Lisa Poi commented  · 

    A note pad or a place to make notes on the client dashboard so that you can leave notes for yourself or anybody else who works with your clients (think outsource or someone new). All the quirks peculiar to that client and what comes through the bank accounts for reconciliation. Anything that maybe outstanding or will be needed to be dealt with for Annual Returns, reminders to yourself to reverse this journal or that when things cross EOY dates into the next FY

    Lisa Poi supported this idea  ·