Firm Tasks
Firm Tasks helps the team track all internal work that isn’t tied to a specific client. Each section functions like Custom Tasks, with options for one-off or recurring tasks.
Access Firm Tasks from the Client List by clicking the Firm button (Quick link). All users can view all tasks within this section.
Task sections
Firm task sections contain a list of related tasks. Each section's task count is found at the top right of the task section.
Firm notes
Just like clients have client notes, firm notes are also accessible from the Firm tab > Notes button (Quick link to firm notes).
Similar to client notes, meeting notes templates are compatible with the Firm tab's notes feature.
Firm comments
Just like clients have client comments, firm comments are also accessible from the Firm tab > Comments button (Quick link to firm comments).
Limitations
Double does not currently support firm task templates.
The "Due soon" tab (for custom tasks and firm tasks) relates to the setting under Practice Settings > Practice Management > Section Manager (Quick link) and will be the same as all clients' custom task section rules.