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To-Do Module
Manage the General/Non-client tasks
Manage the General/Non-client tasks

Manage general tasks that are not specific to clients

Updated over a week ago

At times, we do so many such tasks that are not specific to the clients. For example, sending a proposal to the lead, researching an app, learning about the latest payroll taxes changes, etc. This is how you can manage such tasks in Xenett.

Video Tutorial

Add a client by choosing Other Accounting software and manage in there

You can add a client without connecting QuickBooks and Xero. You can name it, say General Tasks, or Non-Client Tasks, or the one you like. You can then consider inviting all your staff to this client so everyone can manage the non-client-specific tasks in this company.

Another thing you may consider is to set the tasks private. Default, all the tasks created in the client are public and seen by all who have access to the client. However, if you want to keep the tasks private (the assignor and assignee can only see them), you may consider enabling the Tasks Privacy feature from the Settings>To-do settings. Once enabled, all users will see an option to set the task privacy: Public or Private. Learn more here about task privacy.

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