Tasks

Tasks is Kick's collaboration tool for managing your workspace.

Coordinate work across your team and clients — assign tasks, track progress, and keep communication tied to the transactions that matter.

Pro tip: Invite your clients to Kick so they can respond to tasks directly. Go to Members → Add Member and assign them the Member role → Invite your Client

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What you can do with Tasks

• Assign work to team members or clients with due dates and priorities
• Attach transactions that need review, receipts, or clarification directly to a task
• Manage workflows like close, catch-up bookkeeping, or recurring reviews
• Communicate in a dedicated chat thread with full context
• Track progress across your team with status updates and filters

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Creating a task

1. Go to Tasks in the sidebar
2. Click New task
3. Enter a title describing what needs to be done
4. Set Due date, Priority, Estimated time, Entities, Assignee, and Task group
5. Click Create task

Files uploaded to a task are stored in the Documents tab and remain linked to the task.

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Adding transactions to a task

Attach transactions directly to a task so your team or client sees exactly what needs attention — with full context preserved.

1. Go to Transactions and select one or more transactions
2. Open Actions (⌘K) from the bulk actions bar
3. Select Create task (shortcut T)
4. Fill in the task details and click Create task

Selecting multiple transactions in the same entity creates a single task holding all of them. If your selection spans more than one entity, Kick creates one task per entity.

The task displays the same columns shown in your Transactions view. Configure visible columns before creating the task to customize the table.

Use this when:

• Requesting documents or explanations for specific expenses
• Flagging transactions that need client review
• Assigning a batch of uncategorized transactions to a team member

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Chat on Task

Each task has a chat thread for back-and-forth discussion with your team or client.

Best practice:

• Use the task chat thread for questions and status updates
• Ask clients to add Memos directly to transactions for transaction-specific explanations

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Email notifications

Task assignees receive a daily tasks digest by default. It goes out on weekdays and summarizes new assignments, unread comments, and tasks due that day. To turn it off, go to Settings → Notifications and disable Daily tasks digest.

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Editing a task

1. Go to Tasks in the sidebar
2. Click any field to edit inline: Title, Due date, Entities, Priority, Assignee, Status
3. Click the task row to open the detailed view for comments and attachments

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Choosing the right tool

Tool	Best for	Where it lives
Tasks	Assigning work, tracking workflows, batch requests	Tasks tab
Memos	Transaction-specific explanations	Memo column on Transactions
Transaction links	Quick questions when clients aren’t in Kick	Share via email/Slack