Task management

Tasks help you set up your Sage products and prioritise your everyday work. 

You can access tasks from two places, Sage Home and the Tasks page.

We've organised your tasks into two categories, Setup tasks and My tasks. 

Setup tasks are there to help you get the most out of your new product. They remind you which tasks to complete in order to finish setting up your product. 

My tasks are there to allow you to create your own list of things to do. You can assign tasks to products, assign a priority and give a description to the task. 

Add your own tasks.

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