> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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