Tasks, the board and recurring jobs

Manage work as a list or a board, time it, and set up jobs that repeat on their own.

Tasks can be viewed as a list or as a board. On the board, drag a card to change its status. A task can be set to start after another one; until that one is done it shows as blocked.

A timer in the top bar records time against the task you are working on. The time is added to the task's hours.

Recurring jobs (Firm plan)

Recurring jobs raise the same task on a schedule, such as a monthly close or a quarterly management pack.

1. Open the client and add a recurring rule.
2. Choose the type, or start from a preset: monthly close, management accounts, payroll and WPS, licence renewal, or VAT return preparation.
3. Set how often (monthly, quarterly, half-yearly, yearly or every few months), the first due date, how many days ahead to raise it, and the owner.
4. Save. Tasks are raised automatically from then on.

Pause a rule to stop it. When resumed, it continues from the next occurrence rather than raising a backlog. If the first due date is in the past, you are asked before older tasks are raised. Closed clients are skipped.