Set up custom tasks to help you keep track of things you need to complete in Sage, or for your business generally. 

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

Add your own tasks:

1. From Home or the Tasks page, select Add a task.
2. Enter the title for the task.
3. Set a due date.
4. Mark the task as a high priority by selecting Mark as high priority, this field is optional.
5. Enter a description, this field is optional.
6. Select a product that the task is related to.
7. Select Save.

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