# Tasks

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](/setting-up/invite-your-clients.md)
{% endhint %}

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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 monthly 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 the **Assignee**, **Due date**, **Entity**, and **Priority**
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. In the **Bulk Actions** toolbar on the bottom of the screen, click the **options menu (⋯)**
3. Select **Create task**
4. Fill in the task details and click **Create task**

{% hint style="info" %}
The task displays the same columns shown in your Transactions view. [Configure visible columns](/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

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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 **Notes** directly to transactions for transaction-specific explanations

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### Email notifications

Assignees receive a daily digest at **6 AM PT / 9 AM ET** for:

* New tasks assigned to them
* New comments on their tasks
* Tasks due that day

***

{% 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, Entity, 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                   |
| **Notes**             | Transaction-specific explanations                  | Note column on Transactions |
| **Transaction links** | Quick questions when clients aren’t in Kick        | Share via email/Slack       |


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```
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```

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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.