Concept of Task
All the “THINGS” which we do for clients is a task. Team member working on the job is at task level. Hearing, Task Notes, Task Stages are at task level.
Examples of task:
Depending upto office needs a single job can be broken into multiple tasks. This is very subject preference, but here are some of the good and bad examples
- PAN Card application
- IT Return filling for 2018
- GSTR1 Filling for Jan 2018
- GSTR3B filling for Jan 2018
- Project Report preparation
- Loan Documents preparation
In a senario where you perform accounting, IT return filling and IT Audit for all clients on a yearly basis, then creating task for each sub process is a bad way of making usage of task.
While, if accounting work is done quaterly for a client and IT return filling and IT Audit is done yearly, then create 4 tasks for each quarter and 1 task for IT Return Filling.
ProTip: To keep track of the client where IT Audit is applicable, just tag the client as “TaxAudit”
Creating a task
Task Creation form consists of three parts :
1. Creation of task (Basic Information)
The Name fields can be used to add categories to the task. What information you add to each of the name fields is upto you. But be consistent. When searching for the tasks, all the name fields are considered.
2. Compliance/Service Related
This gives information whether the task is compliance related or not.