Settings and activity
3 results found
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319 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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Walt Magnado
supported this idea
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12 votes
Returning to the idea here we appreciate while Xero currently supports feeds for Personal Fidelity bank account types it's not possible to set up a feed for investment account types.
We'd like to track and understand the interest from our community in this. We'll share with everyone here if plans are made.
An error occurred while saving the comment Walt Magnado
commented
Fidelity Investments, please.
Walt Magnado
supported this idea
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184 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Walt Magnado
supported this idea
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Can the tasks be synced with an external task app, such as Todoist or another list app? It's tough to plan your day, week, or month if your client tasks are in one program and your day-to-day projects are in another. Perhaps they could sync with Google Calendar?! Maybe?! Possibly. That's a tall order, but the sad fact is we live and work in a world with multiple popular task apps.