TASK MANAGEMENT

Create and delegate tasks that are automatically linked
to the email or document you are working on.

View outstanding tasks across the entire practice, use comments to collaborate
with your team and get notified when tasks are completed.

Creating tasks

Seamless integration with Outlook and Office means you don’t have to leave the application you’re working on to allocate a task and share information with your team. Create a task for yourself or a team member including client, task description and due date. Tasks are created directly from an email in Outlook, or from a Word, PowerPoint or Excel document in Office.

Viewing task lists

Ensure nothing falls between the cracks in servicing clients. View a complete list of outstanding tasks assigned to you, by client or across the entire practice, helping to track workload and efficiency of client service.

Working on tasks

Delegators are automatically notified when tasks have been completed. Notifications can be received via the FYI Dashboard or email, depending on your preference. Comments allow questions, task updates and commentary to be added to specific tasks, assisting in team collaboration.

Want to see FYI in action?

Visit our video library for an introduction to key features.

FYI is changing the way accounting practices work – for the better!

“FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one.”

– Shelley Van Hoos, Consolid8

“One of the biggest frustrations we have is people not finding procedures quickly and easily and filing documents in different places. FYI’s structured filing system would solve these problems perfectly. Thanks for putting together such an awesome program.”

– Jason Skinner, Skinner Hamilton

“God, I love this program!”

– Jeremy Coverdale, Coverdale Business Solutions

Ready to improve your firm’s productivity?

Join a live product demonstration webinar
or start a 30-day free trial today.