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You can reorder the tasks by grabbing the drag handle  and moving the task to a new position in the list. When you are happy with the new order click on the SAVE button.

Editing a Task

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Viewing a Task

Many of the tasks apply to all clients in all offices so cannot be edited.  You can view the details of these tasks and the default rules for the task by clicking on the task description in the list. If the default rules are incorrect and need to be updated contact support who can make this change for you.

If you manage a payroll service that doesn't follow the default rules for when the task is due, you can add specific rules to override them.

Adding Specific Rules

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The section at the bottom of the page allows you to manage the specific rules for your payroll services that don't fit with the defaults. To add a new rule select the payroll service from the drop-down list. and then click on the add icon Image Added

One the payroll is added to the list you can edit the rule details.

Adding a New Task