Task Types in PracticeFlow

Tasks are central to how work is tracked and managed. In PracticeFlow there are three types of tasks:

One-off tasks - created manually

Useful for ad hoc work or items not covered by automation.

Recurring Tasks – created manually

Used for work that repeats at a set interval for a specific record, for example updating a client’s monthly cashflow forecast. Recurring tasks are typically used for regular work that is not covered by Smart Tasks.

Recurring tasks are managed using schedules rather than individual task instances. When you click the Recurring button in the Tasks tab, you are taken to a list of recurring task schedules, not the individual tasks generated from them. A schedule defines how often a task repeats and is used to create task instances over time. At any given point, a recurring schedule may have multiple active tasks associated with it. Editing a recurring schedule updates the schedule itself and applies the change to all active tasks generated from that schedule.

Smart Tasks

Generated automatically using templates and driven by client-specific fields and dates for services such as VAT, accounts, payroll and confirmation statements where the record has a client relationship.

Smart Tasks are used for recurring compliance work and update automatically as tasks are completed. Task assignment follows the rules described in the Article [Assigning Users to Tasks].

See Article [Smart Task Setup] for more information on how Smarts Tasks are configured and triggered.