Due Dates for Workflow Template Tasks (New Feature)

Due Dates for Workflow Template Tasks

 

We just released a new feature that will help you streamline your workflows even more by making it easy for your staff to know which tasks to complete first. Which will empower your staff to complete client work on their own, maintain quality, and allow you to focus on more important aspect of your business.

The new functionality helps prioritize tasks by allowing you to choose how many days each task should be due before the Project due date.

Previously when you created a Project with a Template all the tasks (in the project) would have the same due date as the project. For example, If the project was due on the 30th then all the tasks within the project would be due on the 30th. This made it hard for your staff to know when certain tasks needed to be completed by.

Now you can choose how many days each task should be due before the Project’s due date. So when you use the Template to create a Project it will calculate the due date for the tasks based on the Projects due date.

This is a little complicated to understand so I will walk you through it below.

When you first create a Workflow Template all the tasks will automatically have a due date of “0 days before.” This means that when you create a Project with the Template the tasks will be due on the same due date as the project. For Example, if you use this template to create a project with a due date of January 30th then the tasks will have a due date of January 30th.

If you were to change the task in the template to be due “5 days before.” Then if you used the template to create a project with a due date of January 30th, the “Send reports to clients” task will have a due date of January 25th. While the other tasks will be due on the 30th.

 

As you can see below – I created a “Bi-Weekly Payroll” Project with the Template that has a due date of January 30th and the “send reports to clients” task has a due date of January 25th (5 days before the 30th), while the other tasks have a due date of January 30th (0 days before the 30th).

**** When you create a Project with the Template is will automatically calculate the due dates of the tasks in the Project****

 

FYI, You can easily change the due date of the Template’s tasks by clicking on the task (in the template) and changing the number as seen below.

 

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accounting workflow software

Easily manage your staff’s workload (New Feature)

Easily manage your staff’s workload

 

 

We just made an update to your workflow overview that makes it easier for you to manage your staff’s workload!

Now when you filter your view to see the work for a specific staff member or client the overview boxes will update to show you how many projects are Due Today, This Week, Next Week, and Overdue for that specific person.

For example, If you wanted to see what Kevin’s workload looked like over the next two weeks all you have to do is filter by his name. Then you can see how many projects he has Due Today, This Week, Next Week, and Overdue. As an owner or manager, this gives you the visibility you need to make sure your staff isn’t falling behind on client work. 

See how it works in this 7-second video.

 

 

Easily manage your staff’s workload with Financial Cents!

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Learn about more of our accounting practice management features here

 

accounting workflow software

Get visibility into your accounting workflow (New Feature)

Get visibility into your accounting workflow

 

We just released a new feature that makes it easy to see how much client work lies ahead so you don’t get surprised and fall behind on your deadlines! (more…)

Workflow Templates: Drag & Drop Tasks (New Feature)

Workflow Templates: Drag & Drop Tasks

 

We just made an update to our workflow templates that makes it easier for you to customize them! (more…)

Workflow Template Updates

Workflow Template Updates!

 

Now you can make more detailed templates in Financial Cents to better streamline your process!

Here are some of the new updates to the Templates: (more…)