Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Home page - Add Tasks and reminders to take action on

    319 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    49 comments  ·  Users & setup » Homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    …

    An error occurred while saving the comment
    Marta Gutierrez commented  · 

    Loved it! I would have loved that it created recurring tasks. So, when I complete the task, it automatically generates one for the next week, it allows anyone in the firm to action tasks when I'm not around.

    Marta Gutierrez supported this idea  · 

  2. Homepage | Task list - Include bank Feed status warnings

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Users & setup » Homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand how having notifications for bank feed refreshes added to the Task list could be helpful, and great to hear you find this widget useful. 🙂

    Our product teams are taking on board all feedback around the new homepage and I'll be sure to share if there are any plans made to add this, here.

    Marta Gutierrez supported this idea  ·