Tasks in ATOM help your team stay organized and on track. You can create tasks for client work, internal projects, or recurring office responsibilities, and assign them to the right person in just a few steps.
Step 1: Open the Tasks Section #
From the main menu, select Tasks. This will display all active tasks across your office, including those already assigned and those pending completion.
Step 2: Create a New Task #
Click the Add Task button to open the task form. Enter a clear title that describes the action needed—such as “Prepare Client 1040 Return” or “Review Uploaded Documents.”
Step 3: Add Task Details #
Fill in the relevant fields to make the task easy to understand and track:
- Description: Provide context or instructions.
- Due Date: Set a deadline for completion.
- Priority: Mark the task as low, medium, or high priority.
- Client (optional): Link the task to a specific client for easier tracking.
Step 4: Assign to a Team Member #
From the assignment dropdown, choose the employee responsible for completing the task. You can also assign tasks to multiple team members if collaboration is required.
Step 5: Save and Track Progress #
Click Save to add the task to the list. The assigned team member will now see the task in their portal under My Tasks, where they can update the status as they make progress.
Summary #
By creating and assigning tasks in ATOM, you ensure that responsibilities are clearly defined, deadlines are met, and collaboration stays efficient. With every task tied to a client or project, your team can work with clarity and accountability.