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Tasks
Learn about different types of tasks, ways to add them and how to manage them efficiently.
Introduction To Tasks
Learn the basics about tasks. Read this guide thoroughly, as tasks are the core of the application.
Recurring Tasks
Learn how to setup recurring task. Recurring task create task automatically on the date you selected for the tasks.
Creating GST Tasks Manually
Learn how to create GST tasks manually. You can create tasks for all clients in one go.
Creating Income Tax Tasks Manually
Learn how to create Income Tax tasks manually. You can create tasks for all clients in one go.
Creating MCA Tasks Manually
Learn how to create MCA tasks manually. You can create tasks for all clients in one go.
Creating Other Tasks Manually
Learn how to create other tasks manually. You can create tasks for all clients in one go.
Managing Tasks
Learn how to manage tasks in Finexo PMS. Also learn tips and tricks to manage tasks efficiently along with your team.
Checklist
Learn how to create and manage checklist