Task Center
How to set up a recurring task that repeats automatically
A recurring task is a task that LedgerSync sends again on a schedule. You choose how often it repeats when you create the task, and LedgerSync then sends a new copy of it to the same assignee each time it is due. Set up a recurring task In the Task ...
How do Task Center notifications work?
While you have LedgerSync open in your browser, the Task Center notifies you when something happens on a task you are part of: a task is sent to you, its status changes, it is completed or returned, or someone posts or edits a message. New ...
How to send, read and edit messages on a task
Every task in the Task Center has a conversation thread. Use it to message the people working on the task and to share files. You can edit your own messages and remove their attachments until the task is completed. Who can post on a task You can post ...
How to use the Task Center to create, assign and track tasks
The Task Center is where your firm creates tasks, assigns them to clients or team members, and follows each one until it is complete. For example, you can ask a client to connect a bank, fix a broken connection or explain transactions. Where to find ...
Article 86: How to Use the Notes Feature in Task Center
Overview The Notes feature in LedgerSync's Task Center allows you to attach internal notes to any task. Notes are visible to the task assignee and anyone with access to the task, making it easy to pass along context, instructions, or important ...