Completing Tasks

You can update task progress in two ways: directly from the task grid or from the task side panel.


Task grid

Click the various icons on the task row to update progress as follows:


The status icons allow you to update a task directly from its row in the task grid:

  • Select the blue folder when the client’s records have been received. This option is available only where Records Required has been set.
  • Select the orange arrow when work on the task begins. PracticeFlow records the started date and the user who updated it.
  • Select the green tick when the task is complete. PracticeFlow records the completion date and the user who completed it.


Audit Trail

Use the Column Chooser to display:

  • Started Date
  • Started By
  • Completed Date
  • Completed By

These columns show when a task was started and completed, and which user recorded each action.


Task side panel

Click anywhere on the task row to open full task details, then in the planning section click the same icons or enter the date manually for records received, started and completed.

Once a task has been completed, it will only be visible in the task list if you select “completed” from the task drop down filter.


Adding Notes to Tasks

You can add notes to Tasks to provide additional information, instructions or guidance for the person completing the work.

Notes can be added when setting up:

  • Smart Task Templates: Include notes that will be carried through to Tasks created from the template.
  • Recurring Task Schedules: Add notes that will appear on Tasks generated by the schedule.
  • One-off Tasks: Add notes when creating an individual Task.

Adding notes to individual Tasks

You can also open any existing Task and add or update its notes at any time, regardless of whether it was created from a Smart Task Template, a Recurring Task Schedule or as a one-off Task.

This allows you to add information or instructions as work progresses, without needing to change the original template or schedule.


Task deadlines linked to Companies House

For Accounts Filing and Confirmation Statement tasks, the deadline dates come from Companies House. PracticeFlow syncs with Companies House overnight. Once Companies House updates the dates, PracticeFlow will pick them up during the next overnight sync. You can also use Sync Now at the client level if you see that Companies House has already updated.


Should you mark the task as complete in PracticeFlow?

It is good practice to mark the task as complete when you do the work, so your records show when you completed it and who completed it. However, marking the task complete will not generate the next task. That is driven by the data coming from Companies House.

Similarly, if you leave the task as not completed, it will still be treated as complete once the Companies House update comes through.

This applies only to Accounts Filing and Confirmation Statement. All other services must be moved forward manually.