What are the Tasks?

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

One-off tasks - created manually

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

Recurring Tasks – created manually

A task that repeats at a set interval for a specific client (for example, update a client’s monthly cashflow forecast). Recurring tasks could be used for anything not related to a normal smart task.

Smart Tasks

Generated automatically using templates.

Driven by client-specific fields and dates (e.g. VAT quarters, AML renewal date).