Deadlines
Viewing deadlines / jobs in Engager
We never want you to miss a deadline or Job as we call them, we want you to be working months ahead of any statutory deadline / job, so let us help you bullet-proof your practice, by mastering deadlines / jobs. We’re big fans of the Kanban view, ...
How to create a checklist
So what is a Checklist and why use them A Checklist is exactly what you think it is, a Checklist - it’s there for you or a member of your team to work through a process one by one, ticking off boxes methodically and without missing any critical ...
User Mentions
User Mentions Need to chase a member of the team for an update? Stuck with a tricky Self Assessment and need your Tax Expert to review? This is where the power of User Notifications comes into play You can mention a User either by Services or Tasks ...
Master your Deadlines with Job Cards and Jobs
We never want you to miss a deadline, we want you to be working months ahead of any statutory deadline, so let us help you bullet-proof your practice, by mastering deadlines or JOBS as we refer to them. We’re big fans of the Kanban view, versus the ...
Tasks, Reminders and Managing your To Do List
No doubt we all have our own way of keeping track of items that we must get done at some point. We’ve tried everything from post-it notes, random scribblings on note pads with a big square ready to tick off at some point, the latest cloud-based tool ...
Tasks, Reminders and Managing your To Do List
No doubt we all have our own way of keeping track of items that we must get done at some point. We’ve tried everything from post-it notes, random scribblings on note pads with a big square ready to tick off at some point, the latest cloud-based tool ...