Add your own tasks

How to create your own tasks to track work for yourself or your business in Sage Accounting, Payroll and Client manager.

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. Select Tasks from the navigation bar, then Add a task.
2. Enter a Title.
3. To make the task high priority, select Mark as High priority (optional).
4. Add a Description (optional).
5. Choose your Link to product option.
6. Select Continue.
7. Set a Due date.
8. Select Task frequency.
9. Select Continue.
10. Choose which user the task applies to (optional).
11. Select Save task.

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.