New Contributor III
since ‎03-10-2022

User Statistics

  • 16 Posts
  • 0 Solutions
  • 10 Kudos given
  • 2 Kudos received

User Activity

Has anyone figured out how to upload new tasks using the Exported template. We currently have tasks populated and now I would like to add multiple new tasks. I exported my current tasks but am unable to figure out how to add new tasks and import. I t...
Anyone have a suggestion for having an account set-up to Auto Rec and carry support forward? We have an account balance that wont change for some time and want to set-up Auto-Rec. I know how to set-up the Auto-Rec part but we would also like it to in...
Does anyone know if when you Pull R-Doc data forward such as spreadsheets, if it is just linked to the original file or it makes another copy? Trying to determine if this is taking up more storage space.
When you download the Audit support out of the tool, by way of the "Audit" button, I have noticed that it does not include Child Rec accounts in the summary PDF. This would be something nice to have as support for what is included in the reconciliati...
I am looking for some tips / tricks and best practices you might want to share. I can also share our approach and happy to answer questions. We have been using Task Manager since Spring 2020 and haven't really changed much of our approach since. 1. W...