> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/collaboration/tasks.md).

# 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.

{% hint style="info" icon="lightbulb" %}
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](/accountants/setting-up/invite-your-clients.md)
{% endhint %}

***

### 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

***

### 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**

{% embed url="<https://player.mux.com/KjOiKKDfqLCxIQSHLZg02y1XkZKGQJ1FiwBZ2iOpGUJE>" %}

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

***

### Adding transactions to a task

Attach transactions directly to a task so your team or client sees exactly what needs attention.

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.

{% hint style="info" %}
The task displays the same columns shown in your Transactions view. [Configure visible columns](/accountants/collaboration/views.md) before creating the task to customize the table.
{% endhint %}

**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

***

### 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

***

### 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**.

***

{% embed url="<https://player.mux.com/BduMvRSXjJgXxEtteq6hr701tvETypZmOrhv02Yuos9K4>" %}

### 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

***

### 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       |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.kick.co/accountants/collaboration/tasks.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.