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

    319 votes

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    49 comments  ·  Users & setup » Homepage  ·  Admin →
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    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.

    …

    James McIntosh supported this idea  · 

  2. Homepage - Simplify layout

    801 votes

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    424 comments  ·  Users & setup » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.

    One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.

    For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.

    There’s more updates in the works, and I’ll keep sharing further updates with you here.

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    James McIntosh commented  · 

    As someone who is neurodivergent, this new design is too complex and I cant cope with it. Was it tested on different types of users before roll-out?

    PLEASE keep the old design, this one is too busy and causing me to have panic attacks.