Edit/Delete Task

Loved by 100+ accountants and bookkeepers.

Within the Smart Task Card, users have access to two key controls:

These options allow accounting firms to maintain accuracy, flexibility, and control over active work.

The Edit Task option opens the task’s main detail panel, where core information is displayed and selected fields can be updated. This ensures tasks remain accurate as work progresses, deadlines shift, or priorities change.

Inside the Edit section, you can view:

(Assignment visibility is fixed here to preserve accountability.)

Indicates the current stage of the task, such as:

Editable: Yes

This allows teams to update progress stages as work evolves.

Shows measurable progress (e.g., percentage completion). This provides a structured view of how much work has been completed relative to the total task.

Defines urgency level:

Editable: Yes

Useful when compliance deadlines change or urgent client requests arise.

Two structured deadline types are visible:

Editable: Yes

This dual-deadline model is especially important for accounting firms managing review cycles before client-facing submissions.

Contains detailed task instructions, context, or notes:

Editable: Yes

This ensures that clarifications, scope changes, or additional requirements can be documented within the task itself.

Used for categorisation and filtering.

Examples:

Editable: Yes

Tags help firms organize tasks for reporting and filtering purposes.

Only specific fields are editable:

Core structural details remain consistent to maintain data integrity and reporting accuracy.

The Delete Task option permanently removes a task from the system.

This is typically used when: