Tasks

What This Does

The Tasks settings page has two configurations: enabling sub-categories for tasks, and setting default users who are automatically assigned to tasks when no specific user has been assigned to a client.

Use Sub-Category in Tasks

Task Default Users

These are fallback users automatically allocated to tasks when no specific user is assigned to the client.

How It Works

The system follows a priority order when assigning users to a task:

1. Specific Task Type — checks if a user is assigned to that exact task (e.g. GSTR-1 Monthly)
2. Category — if no specific task user, checks if a user is assigned to that task's category (e.g. All GST Tasks)
3. All Tasks — if no category user, falls back to the "All Tasks" assignment

Example: When creating a GSTR-1 Monthly task, the system first checks for a GSTR-1 Monthly row. If not found, it checks for an "All GST Tasks" row. If not found, it uses the "All Tasks" row.

Setting Up Default Users

1. Click + Add to add a new row.
2. Select the Task — can be set to:
   • A specific Task Type (e.g. GSTR-1 Monthly, TDS Return)
   • A Category (e.g. GST, Income Tax, MCA)
   • All Tasks (Task Type) — applies to all tasks with no other match
3. Select Users — one or more team members
4. Select Working User — the primary responsible person (only one)
5. Click Save Settings to apply.

Task Default Users Table

Related

• Settings — Status

Related Articles

• Add Clients
• Settings — Recurring Tasks