Creating Tasks

Overview

You can create tasks from the dedicated full-page form or from a quick dialog that appears elsewhere in the platform (for example, on a client's task tab). Both methods offer the same core fields, though custom fields are only available on the full-page form.

Creating a Task from the Task List

1
Navigate to Tasks in the sidebar, then click New Task in the top right (or press N).
2
Fill in the Task Details card. The required fields are marked with an asterisk:
- Title (required) — a short name for the task, e.g. "Prepare Q4 VAT Return"
- Client — search and select a client from the dropdown
- Due Date — pick a date from the calendar
- Quoted Fee — the fee quoted to the client in GBP
- Quoted Hours — estimated hours for the work
- Type (required) — choose from Annual Accounts, Tax Return, VAT Return, Payroll, Bookkeeping, Company Secretarial, or General (defaults to General)
- Priority — Low, Normal, High, or Urgent (defaults to Normal)
- Assignees — click Select assignees... to open the staff picker, search by name, and tick one or more team members
- Description — optional free-text description
3
If your organisation has custom fields configured for tasks, a separate Custom Fields card appears below. Fill in any relevant values.
4
Click Create Task in the top right. You will be returned to the task list.

You can also create a task from a client's detail page. Open the client, go to the Tasks tab, and click New Task. The client field is pre-filled for you.

Default Values

When you open the create form, Type defaults to General and Priority defaults to Normal. All other fields start empty.

What's Next?

Task Detail Page — view and manage the task you just created
Task Statuses and Workflow — understand how tasks move through their lifecycle
Adding a Client — set up a client record to link to your tasks

Creating a Task from the Task List

Navigate to Tasks in the sidebar, then click New Task in the top right (or press N).

Fill in the Task Details card. The required fields are marked with an asterisk:

Title (required) — a short name for the task, e.g. "Prepare Q4 VAT Return"
Client — search and select a client from the dropdown
Due Date — pick a date from the calendar
Quoted Fee — the fee quoted to the client in GBP
Quoted Hours — estimated hours for the work
Type (required) — choose from Annual Accounts, Tax Return, VAT Return, Payroll, Bookkeeping, Company Secretarial, or General (defaults to General)
Priority — Low, Normal, High, or Urgent (defaults to Normal)
Assignees — click Select assignees... to open the staff picker, search by name, and tick one or more team members
Description — optional free-text description

If your organisation has custom fields configured for tasks, a separate Custom Fields card appears below. Fill in any relevant values.

Click Create Task in the top right. You will be returned to the task list.

You can also create a task from a client's detail page. Open the client, go to the Tasks tab, and click New Task. The client field is pre-filled for you.