Firm Tasks

Manage work items across all clients.

Track bookkeeping tasks, to-dos, and work items for all your clients in one place.

Task types

Type	Description
System tasks	Auto-generated from transactions and deadlines
Manual tasks	Created by you or team members
Client requests	Tasks from client messages or document requests

The task list

Your task list shows:

Column	Description
Task	What needs to be done
Client	Which client this is for
Assigned	Team member responsible
Due	When it’s due
Priority	High, medium, low
Status	To do, in progress, complete

Filtering tasks

Quick filters

• My tasks — Assigned to you
• Unassigned — No one assigned yet
• Due today — Tasks due today
• Overdue — Past due date
• High priority — Urgent items only

Advanced filters

Filter by:

• Client
• Team member
• Task type
• Date range
• Status

Creating tasks

Manual task

1. Click New Task
2. Enter task description
3. Select client
4. Set due date (optional)
5. Assign team member (optional)
6. Set priority
7. Click Create

From a transaction

When reviewing transactions, create follow-up tasks:

1. Click the transaction
2. Click Create Task
3. The task links back to the transaction

From client communication

When a client requests something:

1. The request creates a task automatically
2. Task links to the original message
3. Completing the task notifies the client

Task details

Click a task to see and edit:

• Description
• Client link
• Related transactions or documents
• Comments and updates
• Activity history

Adding comments

Add updates to track progress:

1. Open the task
2. Type in the comment field
3. @mention team members to notify them
4. Click Add Comment

Assigning tasks

Assign to yourself

Click Assign to Me or drag the task to your column in board view.

Assign to team member

1. Open the task
2. Click the assignee field
3. Select a team member
4. They receive a notification

Reassign

Change the assignee anytime. The new person is notified; the previous person is removed.

Task views

List view

Traditional list sorted by due date. Best for daily work.

Board view

Kanban-style board with columns:

• To do
• In progress
• Waiting on client
• Complete

Drag tasks between columns to update status.

Calendar view

See tasks on a calendar alongside deadlines.

Auto-generated tasks

Pluvel creates tasks automatically for:

Trigger	Task created
Uncategorized transactions (30+ days old)	“Categorize transactions for [Client]“
Unreconciled statements (45+ days)	“Reconcile [Account] for [Client]“
Document request sent	”Follow up on [Document]“
Upcoming deadline (7 days)	“Prepare [Filing] for [Client]”

Auto-tasks clear when the underlying issue is resolved.

Recurring tasks

Create tasks that repeat on a schedule:

1. Create a task
2. Click Make Recurring
3. Set frequency (daily, weekly, monthly)
4. Set end date (optional)

Examples:

• Weekly transaction review
• Monthly reconciliation
• Quarterly P&L review

Task templates

Save time with templates for common workflows:

1. Go to Firm Settings → Task Templates
2. Create template with:
   • Task name pattern
   • Default due date offset
   • Default assignee
   • Checklist items

Apply templates when creating new tasks.

View alerts

See issues needing immediate attention.