🙌 Team Management: Our most widely used features
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.
Webinar: Learn how to use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times with Manage your team efficiently
Use comments inside tasks & jobs
Follow the sections below to learn how to use comments inside tasks. Each section includes links to detailed instructions.
Comment tasks
Need to share information with team members about a specific task or job? Add a note in the Comments field so that assigned team members can see it.
Mention specific team member
Type @ followed by a team member’s name to tag them. This allows you to ask a specific colleague a question or discuss something with them without assigning them to the task. This works in chats, comments, task/job descriptions and notes
Reply to notifications
When someone mentions you, a notification is sent to your Inbox+. You can even reply to certain notifications directly from your Inbox+.
Keep Notes about clients & jobs
Get started with notes in client accounts and jobs. Each section includes links to detailed instructions.
Use Notes about client accounts
Write account-specific notes to assist with performing various services for the client. Tag colleagues in the note using @ to ensure they see it.
Link Notes to tasks & jobs
Team members working on a job or task can link relevant account notes to it. Linking ensures that client-specific information is always readily available. The Mobile App allows you to view and edit account notes or create new ones on the go.
Group messaging with client
Tag a colleague in a chat thread by typing @ before their name. This is a great way to involve another team member in the conversation with a client when their expertise is needed. You can also use @ mentions in chat threads via the mobile app.
Create procedure cheat sheets
Learn how to create pages for onboarding or standard operating procedures. Each section includes links to detailed instructions.
Create Wiki pages
Develop pages for onboarding, standard operating procedures and more. Once created, link these pages to jobs so team members can easily access them and perform their work efficiently.
Add Wiki pages to jobs
Adding Wiki pages to jobs ensures team members always have instructions to perform their work efficiently.