How to create a new task? (for practitioner)

Modified on Mon, 19 Sep, 2022 at 3:32 PM

Article reserved for the accounting firm's practitioner  


In the "Tasks" tab:

  1. Click on the button  at the top right
  1. Select the type of task to create :


The types of tasks accessible to everyone 

  • Todo”: a type of task know as “classic
  • Event”: allows you to plan an event on a company
  • Question”: allows you to ask a question with 3 possible types of answers in the form of :
  • Text
  • Number
  • Choice yes/no


Types of tasks reserved for practitioners


  1. Select the link:
  • a company, so that anyone with access to the company can see the task through search.
  • "none" for a private task. It will then be visible only to the users assigned to it.
  1. Fill in the fields:
  • The title of the task
  • The description
  • The due date
  • Users to be assigned to the task
  • Followers”: follows the progress of the task without being assigned to it
  • Task dependency options:
  • Blocking”: allows you to define a task that will be blocked by the task being created. The selected task can be performed only after the completion of the task being created.
  • Blocked by”: allows you to define a task that must be performed before the task being created. As long as the selected task is not performed, the task being created cannot be performed.
  • Group of tasks”: see article: “How to create a group of tasks?
  • Confidential”: only assigned clients and practitioners with access to the company will be able to see and access the task
  1. Click on



The task will be displayed in the section

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