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CCH Software User Documentation

Tasks

A task is an activity or the basic step that each employee does when carrying out work for the practice.

Tasks

You can set tasks and assign them to stages in a workflow. How simple or detailed the assignments become is up to you. The more detailed and structured the assignments, the more detailed the profit analysis per work type, allowing you to really get an understanding of the profitability of the services offered to your clients.

A task could be any one of these examples:

  • Allocate job

  • Collate information

  • Balance accounts

  • Send for review

  • Check accuracy

  • Sign off work

 

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