7 Experts Weigh In On the Future of Accounting
Every industry is impacted by the rise of technology and automation, and for many, that can be an...
Using revolution technology, Task Manager eliminates project management challenges by bringing all of your day-to-day tasks together in one easy-to-use, powerful platform that your whole firm will love. From there, you’re freed up to focus on what really matters: your clients.
You have questions. We get it. We also have answers.
Tasks manager is a to-do-list that helps you, your clients, and Botkeeper stay organized around the work that needs to be done to manage your client’s books.
Nope! The Task Manager tool is included in all of Botkeeper’s standard Accounting Partner Packages.
No matter where you are within the portal you can quickly get to a full list of your client’s tasks by clicking on the Tasks icon at the top of your portal. Clicking on tasks will take you to our Tasks summary page where you’ll see an overview of all of your client’s tasks grouped by category.
You can also see a full detailed list of all your clients by clicking on the All Tasks tab in the image above.
Our All Tasks tab will give you a full detailed list all of your client’s tasks. From here you can search, or filter, by task name, client name, assignee, task status, or date.