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. All users can view all tasks within this section.

Firm task sections contain a list of related tasks.

Each section's task count is found at the top right of the task section.

Just like clients have client notes, firm notes are also accessible from the Firm tab > Notes.

💡 Similar to client notes, meeting notes templates are compatible with the Firm tab's notes feature.

Double does not currently support firm task templates.

"Due soon" relates to the setting under Practice Settings > Practice Management > Section Manager and will be the same as all clients' custom task section rules.