Custom Tasks are tasks that aren’t associated with a specific close. They’re ideal for one-off items or recurring client work that falls outside of the month-end close process.
For example, Custom Tasks can be used to create a "Run Payroll" task that occurs biweekly, or a "File 1099s" task scheduled annually in January.
Since these tasks aren’t tied to particular closes, the same list of Custom Tasks will appear on the Close page regardless of which close is being viewed.
To create a task that’s linked to a specific close (such as a recurring Journal Entry) refer to Closing Tasks instead.
Tasks that repeat on a schedule
It’s possible to schedule custom tasks to recur automatically.
Examples of recurring custom task schedules 👇
Task | Schedule |
Payroll | every two weeks on Tuesday |
Sales Tax Filing | every quarter on the 15th day of the 1st month |
Bill Pay | every month on the 10th day, and every month on the 25th day |
💡 Closing task due dates automatically occur on a monthly cadence. Because of this, only custom task due dates can be set on a custom schedule at this time.
Removing a recurring schedule
Go to the task's due date
Select the X to the right of the due date
Removing the due date removes the task's recurring schedule.
Creating custom tasks
A custom task can be created from any client’s page by selecting Add Task in the Custom Tasks section.
From there, enter the task’s name, description, subtasks, assignees, and choose a due date or recurring schedule as needed.
Copying custom tasks across clients
To copy custom tasks from one client to another:
Navigate to the client close that you'd like to copy to,
Click the 3 dots at the top right of the task section
Select "Copy custom tasks" and then choose which client to copy from
💡 Copying custom tasks across clients is only available for custom tasks. Double does not currently have this same functionality for closing tasks.
Custom task sections
Multiple sections of custom tasks can be created to organize work into clear, logical groups.
Firms often use custom sections for key processes such as Payroll, Tax, and Onboarding.
Hiding custom task sections
For sections with one-time work, such as onboarding, you can hide the section when you're finished:
The Client List
Each section appears as its own column on the Client List, making it easier to create tailored views.
Section manager
Sections can be created, renamed, reordered, or deleted in Practice Settings. All changes made here are practice-wide and final. Deleting a custom task section from your Practice Settings will delete it from all clients.
💡 Within the Section Manager, the timeframe for what is considered “Due Soon” can also be customized.
Custom task tags
Tags can be applied to custom tasks to help keep work organized. Filters at the top of the Custom Tasks section can then be used to display only tasks associated with a specific tag.
Add, edit, and delete custom task tags
Click Practice Settings (⚙️ icon)
Click Practice Management
Click the Workflows tab
Scroll to the Global settings section
Select Task Tags
Click on the tag's name to rename it when needed.
