Tasks
Use tasks
Check open tasks, open detail, and mark requests as completed.
Use tasks
Tasks turn your accountant's requests into clear actions. Each task has a title, description, deadline, and status.
Use filters to distinguish pending, urgent, and completed tasks.
How to get there
- In the sidebar, press Tasks.
- On mobile, open More and press Tasks.
How to complete a task
- Open Tasks.
- Press a pending task.
- Read the description and deadline.
- Perform the requested action, such as uploading a document or confirming data.
- Press Mark as completed.
How to review completed tasks
- Open Tasks.
- Change the filter to completed tasks.
- Open a task if you need to check what was resolved.
- If the task becomes necessary again, use the reopen action when available.
Tips
- Prioritize urgent tasks or tasks close to the deadline.
- If a task asks for a document, upload it from Documents and return to the task to mark it as completed.
- If you do not understand the request, write to Numonis from Messages.