What Are Smart Tasks?

Smart Tasks are automatically generated tasks based on pre-configured templates and client-specific data. Each core service in PracticeFlow such as VAT, AML and Payroll has its own related Smart Task Template.

They reduce manual workload by:

• Automatically creating tasks when required fields are populated.
• Updating themselves based on task completion or changes in deadlines.
• Ensuring standardised workflows across all clients.

Smart Tasks are only created for records with a Client relationship. For clients, if the minimum information is not provided as indicated by the lightning symbols in the side panels against Organisations and Individuals (and shown in the table in 8.2) then Smart Tasks will not be created

If an Engagement Letter Date is present, the system assumes the letter has already been received and will not generate a task.