🙌 Team Management: Our Most Widely Used Features
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Once you’ve onboarded everyone, you’ll see just how much the teamwork can be enhanced on TaxDome. You’ll choose access levels for team members, add them to pipelines and assign them to jobs and tasks—but there’s more! Here, we’ve put together some of the team-management tools our users find most helpful.
Covered here:
- Use Comments Inside Tasks
- Keep Notes About Clients & Jobs
- Group Message With a Client
- Create Procedure Cheat Sheets
Use Comments Inside Tasks
Recommended feature: Try this right away!
- Add a task comment to communicate something important about it to team members. Need to convey something to team members about a specific task? Add a note inside the New task slide-out’s Comments field, so team members assigned to the task see it.
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Mention a specific team member inside a task Description field to get their attention. Type @ before a team member’s name to tag them. You may want to ask a specific colleague a question or discuss something with them without having to assign them to the task.
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Notifications help keep track of tasks. When a task is assigned or someone mentions you, you receive a notification in your Inbox+.
Keep Notes About a Job
Recommended feature: Try this right away!
- Use the Add job window’s Comments field to leave notes about a job. Use the field to write notes to other team members, then delete it once you no longer need it.
- Use Notes to create internal messages about specific accounts. Write an account-specific note that will be useful when performing different services for that client. Tag colleagues in the note if you want to make sure they see it.
- Link notes to tasks and jobs. A person working on a job or task can always link any of the relevant account notes to it. Linking ensures the client-specific info is always at hand.
More great features to explore now or later?
- Create notes on the mobile app. View and edit account notes and create new ones on the go.
Group Message With a Client
Recommended feature: Try this right away!
- Use @mentions in messages. Tag a colleague in a chat thread by using @ before their name. It’s a great way to bring another team member into the conversation with a client when you need their expertise.
- Start using @mentions in the mobile app. Tag a team member in chat threads or account notes on the mobile app.
- Create Wiki pages. Make pages for onboarding, standard operating procedures, etc. Once you have some, add them to jobs so team members always have them handy to help them efficiently perform their work.
- Add Wiki pages to jobs. Adding wiki pages to jobs makes sure team members always have the instructions they need to perform their work efficiently.
More great features to explore now or later?
Create Procedure Cheat Sheets
Recommended feature: Try this right away!
More great features to explore now or later?
Tip: Check out TaxDome Academy for our comprehensive course on effective team management.