What is a Smart Task?

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.

If you need help customising your Smart Task templates, please contact support@practiceflow.co.uk