The simple task form is designed to create collaborative and customized tasks for burning down business objectives. Customize task questions and statuses, assign them to team members, and collaborate inside the business portal. Each task can reference customers, jobs, and other data from Intacct to create an organized structure for company-wide task management.

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Training Video Course
Do you have training videos that you want your employees to review and answer questions? Maybe even sign an acknowledgment that they have reviewed the