Topic results Tasks

CCH Practice Management
Tasks
This document provides an overview of "Tasks," defined as activities employees perform while working in a practice. It explains how time and expenses for these tasks can be chargeable or non-chargeable to clients, requiring documentation through Timesheets and Expense Sheets. Each task is identified by a unique Task Code. Examples of common tasks include drafting accounts, making phone calls, collating information, checking accuracy, and signing off work.
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CCH Central
Tasks Homepages - Advance Filters
The document outlines the introduction of an Advanced Filter on the Tasks homepage, replacing right-mouse click options for improved task management. Users can access this filter by clicking the 'No Filter' hyperlink and must reapply custom settings after an upgrade. The default view displays all outstanding tasks, while specific criteria allow users to filter tasks based on completion, start, and end dates. Features like 'My started tasks' are removed, and 'My team tasks' will be added in a future release. Task assignment can be tracked through the Advanced Filter.
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CCH Practice Management
Toolbox: Tasks
The document outlines the functionality of the "Tasks" option in a toolbox, showing how users can view all assigned tasks along with their statuses and due dates. It explains that right-clicking opens a pop-up menu for various display and sorting options, including the ability to access additional headings through the "Field Chooser." Visual aids are provided to illustrate each feature effectively.
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CCH Practice Management
The Activities tab and Task Details page
The document provides an overview of the "Activities" tab in a CRM system, detailing how to view, filter, and manage tasks related to contacts, clients, suppliers, or assignments. Users can view task details, create new tasks, and filter tasks based on their status or due dates. The "Task Details" page allows users to assign tasks, set due dates, and record task statuses and notes. It also mentions that outstanding tasks are visible on the home page for the logged-in employee. Identifying icons represent various CRM task types such as appointments, documents, and emails.
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CCH Practice Management
Set and Assign Tasks
The document discusses the concept of tasks as fundamental activities performed by employees within a workflow. It emphasizes the ability to set and assign tasks at various stages, highlighting that detailed assignments can enhance profit analysis by providing insights into the profitability of services rendered. Examples of tasks include allocating jobs, collating information, balancing accounts, sending for review, checking accuracy, and signing off work.
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CCH Central
Recurring Tasks
This document outlines the process of creating recurring tasks within a digital task management system, specifically for central tasks related to clients, contacts, assignments, employees, and suppliers. It explains that once a task is marked as completed, the next instance is automatically generated according to the predetermined frequency. The guide details step-by-step instructions for setting up recurring tasks, including selecting frequency options and how task details are carried over to subsequent tasks. Notably, this feature is not applicable to Workflow, Document Management, or Practice Management tasks.
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CCH Practice Management
Print a list of employee tasks
This document provides step-by-step instructions on how to customize a home page to display a tasks option, export the tasks to an Excel file, apply formatting, and print the task list. It emphasizes the process of right-clicking the Tasks table, selecting export, and finalizing the document in Excel for printing.
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CCH Central
Adding a Task to a Stage
This document outlines the process of assigning and managing tasks within a workplace system. Each task, identified by a unique code, includes various activities such as job allocation, information collation, and accuracy checks. The document details steps to allocate tasks to specific stages in the workflow, ensuring that tasks are available for selection when employees complete their timesheets. It emphasizes the importance of organizing tasks efficiently and tracking them against specific assignments to enhance workflow management.
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