Task Management
Track work, balance workload, and never miss a deadline
Centralize all firm tasks in one place. Assign work, track progress, set priorities, and ensure nothing falls through the cracks. Integrated with workflows for automatic task creation.
Key Features
Smart Assignment
AI suggests best team member based on expertise, workload, and past performance. Balance work fairly across your team.
Deadline Tracking
Automatic reminders before due dates. Escalate overdue tasks. Visual timeline shows all upcoming deadlines.
Smart Notifications
Get notified when tasks are assigned, completed, or overdue. Configure notification preferences per task type.
Templates & Checklists
Pre-built task lists for tax returns, audits, bookkeeping. Ensure consistent quality across all engagements.
Task Views
My Tasks
Personal dashboard showing all your assigned tasks, sorted by priority and due date. Quick filters for today, this week, overdue.
Team Workload
Visual view of each team member's task count and capacity. Identify who's overloaded vs. available for new work.
Client View
All tasks related to a specific client. Perfect for status meetings and understanding engagement progress.
Calendar View
Timeline visualization of all deadlines. Drag tasks to reschedule. Identify scheduling conflicts before they happen.
Automated Task Creation
Tasks are automatically created by workflows. No manual task creation for routine work.
Example: Tax Return Workflow
When client uploads documents, workflow automatically creates:
- ✓ "Review Client Documents" → Assigned to senior preparer, due in 2 days
- ✓ "Prepare Tax Return" → Auto-assigned based on complexity, due in 5 days
- ✓ "Review Return" → Assigned to manager, due in 7 days
- ✓ "Send to Client for Signature" → Assigned to admin, due in 8 days
Task Prioritization
Three priority levels ensure urgent work gets done first:
- High Priority: Tax deadline approaching, client emergency, partner request
- Medium Priority: Normal engagement work, weekly tasks
- Low Priority: Administrative tasks, future planning
Time Tracking & Analytics
Track time spent on tasks for billing and efficiency analysis:
- • Start/stop timer directly from any task
- • Compare estimated vs. actual time
- • Generate timesheet reports for billing
- • Identify bottlenecks and inefficiencies
- • Track utilization rates by team member
Task Dependencies
Some tasks cannot start until others are complete. Set dependencies to enforce proper sequencing. System automatically adjusts due dates when dependencies change.
Recurring Tasks
Create tasks that repeat automatically:
- • Monthly bookkeeping tasks
- • Quarterly estimated tax reminders
- • Annual compliance deadlines
- • Weekly team check-ins
Master Task Management
See how leading firms use TuskCPA to manage hundreds of concurrent client engagements.
View Case Studies