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Completing Tasks

There are four different types of tasks. Below we define those task types and explain how they can be completed. Note, there is no difference between completing a task from Work > Tasks or Work > Projects.

 

Document Request

This task type is requesting that you upload one or more documents directly into the body of the task request. After the requested document(s) is uploaded you can click the Upload & Complete complete button to upload the document(s) and complete the task at the same time.

Financial Institution Connection Request

This task type is requesting that you re-enter your client’s financial institution credentials to reconnect the account to the Smart Connect module of your client’s portal. After entering the credentials, click the Save button to make the reconnection. If the credentials are incorrect, the connection will not be made and the task will remain open until the correct credentials have been saved.

Password Credential Request

This task type is requesting that you re-enter your client’s third party application credentials to be updated in the Password Manager module of your client’s portal. After entering the credentials, click the Save button and the credentials will be updated in your client’s Password Manager module.

Custom  Request

This task type is an open form allowing users to make custom requests that do not fall into any of the other task types (i.e, document request, financial institution connection request or password credential request).  Examples where this task type would be used: 

  • Month End updates including open items
  • Confirming newly scoped services (i.e., new bank accounts)

After completing the task request, the user can click the Complete button on the task.

For clients with Infinite plus add-on services:

For any task that you have questions or would like to make your accountant aware of additional information, such as: 

  • Your client completed a task you created and assigned to them
    • Your Botkeeper Accountant will not be notified the task was completed unless you add a comment and use the @accountant tag to let them know 
  • You don’t understand the task or the Action being requested of you
  • You will be delayed in providing information past the Due Date

In the above examples, please use the Comments feature to communicate directly with your accountant. Be sure to use the @accountant tag inside the body of your comment to alert your accountant to the communication.

Note: once a task has been marked completed the task status cannot be changed. If you still need to action something in the completed task, you may either:

  • Leave a comment and tag your @accountant requesting they create a new task for you; or
  • If this is a document upload request, you can upload the document to one of your custom folders and tag your @accountant letting them know you have uploaded a document for their attention

For clients with Infinite (tech only)

  • When creating a task, be sure to add any Task Watchers who will want to know when the task has been completed. Alternatively, update the Task Watcher list at any point before the task has been completed.
  • Additionally, you can tag anyone with an @mention in a comment on the task at any point in time (i.e., while the task is open or marked Done.