| Client Tasks |
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| View & Organize All of Your Clients' Tasks in One Place |
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Assure your clients that they will never miss another deadline again. With Client Track's Tasks
Management section, you can view and organize all of your clients' tasks in one place. Client Track
makes it easy to quickly setup and schedule your tasks because Client Track already knows all the
Federal and Provincial due dates. |
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Client Track also allows you to setup your own one-time or recurring tasks for easy allocation to
clients in which you can apply and save the task schemes to your clients in the future. |
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Our Calendar View allows you and your staff to view and organize the workload at a glance.
Whether you handle remittances on your clients' behalf or are smiply notifying them of upcoming
deadlines, Client Track's Tasks feature will become an invaluable asset in your office. |
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| Task Features: |
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• Our powerful search and query feature means you can view what is due at any point in time
and look for the tasks you are interested in. |
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| • Easily allocate tasks to your staff and have them view it instantly. |
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| • Flag priority items and problems so everyone can view the status of different tasks at a glance. |
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| • View your office's workload quickly. |
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| • Add columns of important information to your tasks list. |
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| Scheduling Your Tasks |
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Client Track includes built-in federal and provincial due dates, so you can easily schedule
government returns and payments for all of your clients. Also, you caan customize any
information by clicking on the tasks. |
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| Determining What Tasks Columns Are Visible |
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Client Track allows you to quickly view all of your clients' tasks that are due based on any criterias
such as flag information, column names and more. |
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| Easily Search Your Clients' Tasks |
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Client Track's 'Advanced Search' tool allows you to quickly view the tasks that are important to you
by date,type, and employee assigned. |
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| Viewing Your Own and Staff's Workload |
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Calendar View allows you to quickly see and organize your staff's workload by using the
'drag 'n drop' method on the tasks. |
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| Create Custom Tasks Schemes Specific To Your Practice |
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Client Track allows you to easily schedule all the other custom tasks and projects you do for your
clients by creating and saving your common tasks in schemes as one-time or recurring. |
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