Tracking Task Progress

    Tracking task progress with checklists, comments, attachments, and activity logs.

    Task tracking

    After a task is created you can click into the task from the My Work, Month Overview, or All Close Tasks pages and access the below functions for each task.

    1. Add a Checklist and check off steps for the task
    2. Add attachments for support or reference
    3. Add comments on the status (use @ symbol to tag team members)
    4. Link the task to a recurring Journal Entry in the Approvals app. When the linked Journal entry is approved the linked task is automatically approved as well
    5. View the activity log for the task to see all changes throughout the close period

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