How to mark tasks as important?
TL;DR: Use the flag icon to mark tasks as important, then filter your dashboard to show only flagged tasks so you can prioritize your most critical work.
Who can do this
Any team member can mark tasks as important from the Dashboard, Calendar, client profile, task plan, or template view
Why mark tasks as important?
Some accounting tasks are more urgent or critical than others. Marking tasks as important lets you filter your dashboard to show only high-priority items, so you can tackle the most critical work first and address remaining tasks later.
How to mark a single task as important
Open the task you want to prioritize. You can access it from the Dashboard, Calendar, client profile, task plan, or template view.
Click the flag icon on the task.
The task is now marked as important.
How to mark multiple tasks as important
Click the multi-select (two-tick) icon on the Dashboard.
Select the tasks you want to prioritize.
Click the flag icon in the action bar.
Filtering important tasks on the dashboard
On the Dashboard, click the filter icon.
Click the + button in the filter panel to add a new filter.
Select Important from the filter options.
Only tasks marked as important will now appear on the dashboard.
Saving the filter as a dashboard view
After applying the Important filter, click the save (floppy disk) icon.
Enter a name for the saved view, for example Important tasks.
Click Save.
You can access saved filter views by hovering over Dashboard in the main menu. Your saved views will appear as sub-options.
Troubleshooting
The flag icon is not visible: Make sure you have opened the task detail view. The flag is displayed inside the task, not on the summary row in the task list.
Important filter does not appear in the filter list: Click the + button in the filter panel to expand the available filter options. Important should appear in the list.
Saved dashboard view is missing: Hover over Dashboard in the main menu to see all saved views. If the view was not saved (the save icon was not clicked), it will be lost when you navigate away.
Unmarking a task as important: Open the task and click the flag icon again to toggle off the important status.
