> 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/working-with-your-team/tasks.md).

# Tasks

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](/common-workflows/transactions.md) that need your attention.

***

### 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

***

### 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

***

### 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

***

### 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

***

### 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**

***

### 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**             | 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    |


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