You can add custom tasks to help manage activities across Sage Accounting, Payroll, or HR.

Tasks appear on the Home page and in your task list. You can filter, assign, or postpone them to stay organised.

 NOTE: Currently only available for direct users of Sage Accounting, Payroll and HR. This is coming soon for Accountant clients.

Create a task

1. From Home or the Tasks page, select Add a task.
2. Enter a title.
3. Set a due date.
4. To make the task high priority, select Mark as high priority (optional).
5. Add a description (optional).
6. Select a related product.
7. Choose which user the task applies to (optional).
8. Select Close or Go to task list.

Once created, it will show on the Home page and in the Task list. Use filters to sort your task list. 

For postponing, see Postpone a task.