Add-tasks
What This Does
The Add Task page lets you manually create tasks for one or more clients in a single operation. You select the task type, period, and due date, then choose which clients to create the task for — individually or all at once.
Note: There are two ways to create tasks in FINEXO PMS — manually (this page) and automatically via Recurring Tasks (configured under Settings → Recurring Tasks).
Before You Start
- The task type you want to use must already exist. If it doesn't, you can add one directly from this page using + Add Task Type.
- Clients must have the relevant task applicable to them for them to appear in the client list.
Steps
Step 1 — Select a Category
Click a category pill to filter the Task Type list:
All · GST · Income Tax · MCA · ACCOUNTING · [custom categories] · More ▾
- All shows every task type across all categories.
- Selecting a specific category limits the Task Type dropdown to task types within that category only.
Step 2 — Select a Task Type
Choose from the Select Task Type dropdown. Each option shows the task name alongside its category label.
Once selected, two buttons appear next to the task type field:
| Button | What It Does |
|---|---|
| Edit | Opens the task type form pre-filled — edit name, category, period, due days, tags, users, etc. |
| Delete | Deletes the task type. If tasks already exist using this type, an error is shown: "This task type is used in X task(s). Please delete or reassign these tasks first, or make the task type inactive instead." |
Adding a New Task Type
Click + Add Task Type to open the Add Task Type form:
| Field | Required | Notes |
|---|---|---|
| Task Name | Yes | Name of the task type |
| Category | Yes | Select from existing categories; click + Add Category to create a new one inline |
| Sub-Category | No | Optional sub-classification |
| Type of Client | No | Filter applicability by client type |
| Period | Yes | Frequency of the task: Monthly, Quarterly, Yearly, etc. |
| Due Days | Yes | Number of days from period end when the task becomes due |
| Recurring Task | No | Toggle ON to auto-create this task via the recurring tasks engine |
| Tags | No | Assign tags (links clients and task types for recurring tasks); click + New Tag to create one |
| Users | No | Default other users assigned to this task type |
| Working User | No | Default working user for this task type |
| Description | No | Additional notes or context about the task type |
Click Save to create, or Cancel to discard.
Step 3 — Select Period
The Period field auto-selects the previous month based on the task type. You can change it manually from the dropdown (e.g. May 26, Apr 26, Mar 26, Feb 26).
Step 4 — Due Date
Auto-calculated based on the task type's configured Due Days setting. Displayed as a date (e.g. 06/11/2026). Can be adjusted manually if needed.
Step 5 — Description (optional)
A rich text editor for adding notes or context for this task. Supports bold, italic, underline, strikethrough, text colour, highlight, subscript, superscript, blockquote, lists, alignment, and links.
Step 6 — Select Clients
The client list shows all clients for which the selected task type is applicable.
"Showing only clients in which task is selected"
Show All Clients toggle: By default this is OFF — only clients for which the selected task type is applicable are shown. Toggle ON to display all clients regardless of task applicability.
GST category exception: Even with Show All Clients ON, only clients with a GST number added (GST-applicable clients) are shown.
Search: Type a file number, client name, or trade name in the search bar to find specific clients.
Filter Clients: Click to filter the client list by:
- All Clients (default)
- GST Applicability
- GST Registration Type
- GST Registration Status
- Groups
- Tags
- Ownership Type
- Task Applicable
- Task Category
Bulk select: Tick "Create task for all clients (For which selected task for selected period applicable)" to select all applicable clients at once.
Individual select: Check the box next to each client you want to include.
The client list is paginated — 10, 25, or 50 records per page. Use Prev / Next or Go to Page to navigate.
Client List Columns
| Column | Description |
|---|---|
| Checkbox | Select this client for task creation |
| Star (☆) | Mark this task as priority/important for the client — starred tasks appear at the top of the task list |
| Client Details | File number and client/trade name |
| Other Users | Users managing this task — click the avatar to open a multi-select dropdown and change assigned users |
| Working User | The user responsible for doing this task — click the avatar to change; only one user can be selected |
Other Users vs Working User: Working User is the person doing the task. Other Users are the people managing or overseeing it. Both can be the same person or different — there is no restriction. Multiple other users can be assigned, but only one working user.
Step 7 — Create Tasks
Once clients are selected, the button at the bottom shows the count of tasks to be created:
Cancel — discards the form and returns to Add Task.
Create X Task — creates tasks for all selected clients.
Important: Duplicate tasks are not created. If the same task already exists for a client for the same period, it will be skipped automatically.
What Happens Next
After clicking Create X Task, a success toast appears ("Task Created Successfully") and the page redirects to the Tasks Created summary:
New Tasks
A table listing all tasks that were successfully created:
| Column | Description |
|---|---|
| Task ID | Unique ID assigned to the task (e.g. #2663) — click to open the task |
| File No – Client – Trade Name | Client the task was created for |
| Task | Task type name — click to open the task |
| Period | Period the task covers |
| Status | Current status (defaults to Pending) |
| Due Date | Calculated due date |
| Other Users | Users assigned to the task |
Duplicate Tasks
List any tasks that were skipped because the same task already existed for that client and period.
"These are the tasks that are already present and thus not created. Same task for the same period for a client is considered a duplicate."
If no duplicates exist, this section shows: "No duplicate task."
+ Add Task — create another task immediately.
Show All Tasks — navigate to the full Task List.
Actions
| Action | Available To | Notes |
|---|---|---|
| + Add Task Type | Admin | Adds a new task type to the system |
| Edit Task Type | Admin | Edits an existing task type inline |
| Delete Task Type | Admin | Only if no tasks are currently using this type |
| Filter Clients | All users | Narrows the client list by various criteria |
| Star a client | All users | Marks the task as priority — appears at top of task list |
| Create X Task | All users | Creates tasks for all selected clients in one action |