Project Management

This page provides all the details related to our project management module.

General

Our Project Management module is the central hub for collaboration within your accounting team. It’s designed to help you create and manage projects, assign and track tasks, and streamline communication across your workflows. Whether you're closing the books, reconciling accounts, or coordinating month-end procedures, this module keeps your team aligned and organized—so nothing slips through the cracks.

Projects

Projects are the first area that you will come across withing our Project Management module. On this page, you can do a filtered search of all of your projects by company name, assignee, or status.

We also have a chart that displays details about the projects that were created. These details include the project name, completion percentage, client, start + due date, assignees, and status.

Add Project - If you click the 'Add Project' button, a screen will pop-up, which allows you to enter the initial project details for any new project that you'd like to create. Once that project is created, you will it listed on the chart shown above.

Tasks

In order to add tasks, you simply left click on the project's row and it will open up the task section. In this section, you can create tasks and assign them to your teammates.