Job and Task Lists

Using the task list (Filtering, ordering and saving a custom view)
The task list is where you can go to find out what you and other members of your practice have got in progress right now. It also allows you to search for c...
Wed, 12 Sep, 2018 at 3:39 PM
Where are my Tasks?
You're expecting to see your Tasks but can't? There can be a variety of reasons for this, but usually it's one of the following: The task ...
Tue, 10 Apr, 2018 at 11:41 AM
Using the Jobs Summary
The Jobs summary is a graphical view of all current and upcoming Jobs in progress on your workspace. It can be useful for getting an at-a-glance look at you...
Fri, 29 Jun, 2018 at 3:23 PM
Flagging and starring Jobs and Tasks
Flagging and starring is a simple way to prioritise Jobs and Tasks for yourself and for everyone in your practice. Stars are visible only to you. ...
Thu, 29 Mar, 2018 at 2:03 PM
Add jobs to the "Compliance jobs" list
The Compliance jobs list is found under the Work menu, and contains any outstanding Jobs relating to compliance, such as payroll, VAT returns, and accounts ...
Tue, 24 Apr, 2018 at 10:00 AM
Approval tasks
For an approval to work, it has to be dependant on previous tasks... otherwise it's not an approval task.  There is a section called "Tasks to app...
Thu, 23 Aug, 2018 at 1:09 PM
Filtering by date
You can filter by date in many areas of Senta, including task lists, job lists, and the client list. This provides you with an easy way to view what work is...
Tue, 30 Oct, 2018 at 3:59 PM