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For everything to be on one platform, it’s huge. It costs us less money too. Having everything centralized in TaxDome helps us, and it helps the client.
What does your workday look like? What’s on your plate this week? With the new Calendar in TaxDome, you can see task and job due dates visualized in a handy timeline format. Manage your day, workload and due dates within one workspace!
It was a long-awaited feature, and we’re excited to deliver it prior to the upcoming tax season. Some of you have also asked about integration with Google Calendar to be able to see appointments in TaxDome. While we’re working on implementing this request, you can create tasks for meetings and calls so that they appear on the calendar.
Streamlined Job and Task management
Calendar gives you the ability to manage the team’s jobs, tasks and deadlines better:
- Fewer clicks to update details and statuses — edit task and job details in the sidebar
- Split by day, week and month — less overdue task and even team’s workload
- Filtering by assignee, account, priority, status, start and due dates
Getting more with Calendar
You can customize the Calendar using filters and filter templates to better meet your needs as an employee or a team manager.
As an employee
- Filter tasks and jobs by assignee to quickly access things you need to do — and don’t forget to save this as a filter template.
- Filter tasks by day to quickly evaluate how crowded your workday looks. If a particular day looks crowded, you can click a task to manage its deadline in the right sidebar.
As a team manager
- Filter tasks and jobs by priorities to quickly spot jobs and tasks that require your attention.
- Filter tasks by assignee to evaluate each team member’s workload and reassign tasks right away.
- Filter items by account to be able to see everything that is going on with a particular client.
What’s next?
We’re working on adding the ability to create new tasks, jobs, and appointments from the Calendar as well as the ability to drag-n-drop jobs/tasks to change deadlines. In future releases, we will also add synchronization with personal calendars (Google, Microsoft Office, etc), enabling practitioners to see personal events inside TaxDome.
In the meanwhile, a new dashboard to help you manage clients, employees, jobs and cash flow in one place with customizable widgets is coming very soon. Stay tuned!
As usual, feel free to shoot your suggestions on the Feature Request Board.
As a CPO, Constantine is responsible for TaxDome's constant improvement. His top priority is helping TaxDome users do their job more effectively and with less stress. He's passionate about collecting first-hand customer feedback and delivering the right features at the right time.
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