Tasks VS Jobs VS Comments

Oct 12 / Clarity Street
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Welcome to this week's "Clarity Calls" webinar! During this session, we will discuss the distinctions between Tasks vs Jobs vs Comments in FYI.
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Unlocking the Power of Tasks
The session we emphasise the importance and functionality of tasks within the FYI. You will learn about the distinction between tasks and comments and gain an understanding of how tasks can be created to trigger reminders and set up future actions. Whether it's setting a task for oneself or delegating it to another user, the flexibility of task management in FYI is a valuable tool in streamlining workflows.
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Streamlining Collaboration with Comments
We delve into the significance of comments within FYI. Discover how comments play a pivotal role in enabling efficient team collaboration. By allowing for questions, updates, and commentaries to be attached to specific documents and tasks, comments provide a centralised platform for team members to communicate and stay updated on the progress of projects.
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Distinguishing XPM Tasks and FYI Tasks
This session shed light on the distinction between XPM (Xero Practice Manager) tasks and FYI tasks. While XPM tasks primarily serve the purpose of timesheet recording, FYI tasks are actionable to-do items that enable users to manage and track their tasks within the FYI. Understanding this difference helps users optimise their workflow and leverage the functionalities of both systems effectively.
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Advancing Workflows with FYI
The session concluded with an overall understanding of how tasks, comments, and jobs seamlessly integrate within the FYI, to enhance workflows and enable progress tracking. FYI offers a comprehensive solution that helps accountants and professionals in practice manage their tasks, collaborate effectively, and stay on top of their responsibilities, ultimately saving valuable time that can be dedicated to serving clients and driving business growth
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Check out a recording of the session below!