Assignees and My Tasks
Assign several people to a job, see your own work in My Tasks and claim unassigned work.
The problem it solves
Staff waste time scanning the whole board to find their own work, and unassigned jobs sit untouched.
How it works
- Assign one or more people to a job.
- Each person sees their work in My Tasks.
- Pick up unassigned jobs by claiming them.
What your practice gets
- Everyone sees their own list.
- Shared jobs can have several owners.
- Unassigned work gets picked up.
Watch it in the product
A short recording of assignees and my tasks in use.
Questions accountants ask
Can a job have more than one assignee?
Yes.
What is My Tasks?
Your personal list of the jobs assigned to you.
How do I take an unassigned job?
Claim it, and it moves into your list.
Related features
Features that work alongside assignees and my tasks.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoJob templates
Create standard jobs from reusable templates, using the built-in ones or your practice's own.
Custom workflows and stages
Define your own workflows with ordered stages, such as preparation, review and sign-off, and set a default.
Recurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
Suggested jobs inbox
Review jobs the AI suggests from things like email and ATO information, and accept or dismiss them one at a time or in bulk.
Recurring job schedules
Schedules that create recurring compliance jobs for clients on time, with the option to generate them manually.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.