Tasks is where the practice’s work lives — jobs, reviews, approvals and statutory deadlines, all owned by someone and visible either for a single client or across the whole book. It is designed so nothing slips: deadlines arrive automatically, ownerless work is easy to find, and everything with a date feeds the calendar.
Kanban vs list
The same tasks, two views. Kanban lays work out as columns you drag cards between — ideal for seeing flow. List gives a dense, sortable, filterable table — ideal for triage. Switch freely; you are looking at one set of tasks, not two.
Task groups and subtasks
Groups organise related work under a heading — a year-end job broken into steps, an onboarding checklist — so progress on the whole piece reads at a glance. Inside a task, subtasks tick off the small moves without cluttering the board.
Recurring jobs
VAT returns, monthly bookkeeping, payroll runs — define the task as recurring and the next instance regenerates on schedule. Set the cadence once instead of recreating the same job every period.
Owners and approvals
Every task has an owner. Where work needs sign-off, an approval step routes it to a named approver before it can be marked done — assignee and approver are separate columns, so a preparer-and-reviewer trail exists without a separate tool, and a bottleneck is visible by reading two columns.
Statutory deadlines
For limited-company clients, accounts and confirmation-statement due dates arrive from Companies House as tasks automatically, and stay current with the public record. A filing date can’t be missed because someone forgot to add it.
CSV import
Bringing an existing backlog in? Import tasks from CSV and map the columns once — titles, owners, dates and groups land in one pass.
The Unassigned filter
Ownerless work is where things fall through cracks. The people filter includes Unassigned, which surfaces every task without an owner so a manager can sweep the board and assign the orphans.
Scope, and how tasks feed the calendar
Tasks respect the company selector — one client’s work or the whole book. Anything with a date feeds the calendar: due dates, recurring instances and statutory deadlines all appear on the same timeline. Changes leave an audit trail on the task.