Tasks

How your team or accountant sends you questions and requests, and how to respond.

Tasks is how your team or accountant communicates with you inside Kick. Instead of emails back and forth, they assign you a task directly tied to the transactions that need your attention.

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What you can do with Tasks

• See what's assigned to you with due dates and priorities
• Review attached transactions that need receipts, clarification, or a category update
• Respond in context using the task chat thread
• Track status as you work through open items
• Create tasks for your team or accountant when you need something from them

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When you receive a task

Your accountant or a teammate may assign you a task when they need something from you: a receipt, an explanation for a charge, or a decision on how to categorize a transaction.

1. Go to Tasks in the sidebar
2. Open the task to see the title, due date, priority, and any attached transactions
3. Use the chat thread to ask questions or share updates
4. Add a Memo on individual transactions when the explanation belongs on that charge (see below)
5. Set the task to Done when you're finished

You'll receive a daily digest at 6 AM PT / 9 AM ET when:

• A new task is assigned to you
• Someone comments on one of your tasks
• A task is due that day

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Adding transactions to a task

When you need to flag specific transactions for your accountant or team, attach them directly to a task so everyone sees the same context.

1. Go to Transactions and select one or more transactions
2. In the footer at the bottom of the screen, click Actions (or press ⌘K)
3. Select Create task (or press T)
4. Fill in the task details and click Create task

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:

• You need a receipt or explanation for specific expenses
• You're flagging transactions for your accountant to review
• You're handing off a batch of uncategorized transactions to someone on your team

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Chat on a task

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

Best practice:

• Use the task chat for questions and status updates
• Add a Memo on the transaction when the explanation is specific to that charge

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Creating a task

You can also create tasks yourself when you need something from your accountant or team.

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

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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

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Choosing the right tool

Tool	Best for	Where it lives
Tasks	Questions, requests, and follow-ups tied to your books	Tasks tab
Memo	A short note on a specific transaction	Memo column on Transactions
Transaction links	Quick questions when someone isn't in Kick	Share via email or Slack