Firm Tasks

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

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Task types

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The task list

Your task list shows:

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Filtering tasks

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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

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Advanced filters

Filter by:

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

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Creating tasks

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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

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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

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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

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Task details

Click a task to see and edit:

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

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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

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Assigning tasks

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Assign to yourself

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

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Assign to team member

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

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Reassign

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

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Task views

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List view

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

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Board view

Kanban-style board with columns:

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

Drag tasks between columns to update status.

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Calendar view

See tasks on a calendar alongside deadlines.

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Auto-generated tasks

Pluvel creates tasks automatically for: Auto-tasks clear when the underlying issue is resolved.

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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

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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.