Tasks

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

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

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What you can do with Tasks

• Assign work to team members or youe accountant with due dates and priorities

• Attach transactions that need review, receipts, or clarification directly to a task

• Manage workflows like monthly or annual reviews

• Communicate in a dedicated chat thread with full context

• Track progress across your team and accountant 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

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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. 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

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 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

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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	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