Overview
The Tasks app is designed to streamline workflow by collecting tasks that require action and providing an overview of daily events. It automates the creation and categorization of tasks, with a focus on important areas that require attention.
Supported Task Types
The app automatically generates and categorizes the following task types for each user:
Invoices:
Drafts not linked to an associated booking/appointment
Invoices not sent to the client
Journals:
Journals without an associated booking/appointment
Locked journals
Journals missing approval
Documents:
Documents missing approval
Bookings/Agreements:
Past bookings/appointments missing a journal entry
Past bookings/appointments missing an invoice
"Today"
In addition to automated tasks, the "Today" displays all bookings or appointments scheduled for the current day, regardless of status. This section has visual indicators to show the status of associated invoices and journal entries:
A gray button indicates a missing invoice or journal entry.
A green button indicates that an invoice or journal entry is in place.
Usage
Enabling the App:
Navigate to the "Apps" section of the user interface and enable the "Tasks" app.
Calendar:
Once the app is enabled, go to the "Calendar" section of the UI.
Tasks:
Click the sidebar button within the Calendar section to display the task list.
Restrictions
Journal tasks: These tasks are only visible if the Journal app is enabled.
Benefits of the App
The Task app offers several benefits to your daily usage:
Improved task management:
The app centralizes task management, eliminating the need to navigate between multiple sections to find pending tasks.
Increased efficiency:
By automating the creation and categorization of tasks, the app saves you time and effort.
Better overview:
The "Today" section provides a quick overview of daily appointments and their associated task status.