Overview

This article explains how to create a task in a project and outlines the different types of tasks available. Tasks in Xenett projects help teams track and complete work during a close or other workflows. Xenett supports multiple task types so you can manage operational work, data-driven review items, and GL reconciliations all in one place.

Instead of manually configuring every field, you can use Xenett's predictive text to categorize your task instantly.

Use Cases

Creating tasks in projects is useful when you want to:

Assign and track close activities
Document SOPs, steps, and supporting files
Review accounting data directly from QuickBooks or Xero
Reconcile each GL account as part of the close process

How to Create a Task in a Project

Inside your project, click the New button and select Task.
Start typing the name of the activity you want to track (e.g., "Record Prepared Entries").
As you type, a dropdown menu will automatically appear below the text field. This list shows the available Xenett Task Types — select the one that best fits the activity:
- Task: Standard operational or process-based work.
- Review Point: Data-driven tasks that pull directly from QuickBooks or Xero to identify transactions needing attention. Xenett provides built-in review points (e.g., Unusual Entries, Entries w/o Customer/Project), and you can also create Custom Review Points tailored to your firm's rules.
- GL Rec: Specific tasks used to reconcile General Ledger accounts against external statements (e.g., Accounts Receivable, Accrued Revenue)
Click on the most appropriate option from the dropdown.
Choose the Section where the task should appear (for example, Balance Sheet Review).
Select one or more Assignees.
(Optional) Set priority and tags.
(Optional) Fill in any additional fields such as Due Date, Recurrence, Description, Visibility, or Time Estimate as needed. These are covered in detail in the Task Settings and Fields section below.
Click Create.

The task is added to the project.

Quick Create Tasks

Once your project structure is in place, you can quickly add tasks without opening the task creation form.

How Quick Create Works

Under any existing section, start typing the task title.
Press Enter to instantly create the task.

If you need a new section, add the section first, then continue adding tasks underneath it.

Quick Create is ideal for fast planning sessions or when you want to capture tasks quickly while thinking through a process.

Task Settings and Fields

Recurrence

For Close projects, tasks automatically recur with the project by default.
You can adjust recurrence based on the task type if needed.

Due Date

Set a specific due date (for example, June 10).

Description

Used for SOPs, notes, steps, or hyperlinks related to the task.

Checklist

Add step-by-step actions required to complete the task.

Custom Fields

Any task-level custom fields created by your firm appear here.

Visibility: Public vs Private

Public: Visible to all users with access to the project.
Private: Visible only to the creator and assigned users.

Time Estimate

Available if time tracking is enabled.

File Attachments

Upload Files to the task.
Permanent files roll forward to future closes.
Working files remain within the respective close.

Types of Tasks in Xenett

Xenett supports three different task types:

1. Standard Task

Used for operational or process-based work.
Can include descriptions, checklists, attachments, and due dates.
Example: Record Prepared Entries.

2. Review Point

Review points are data-driven tasks provided by Xenett.

How Review Points Work

Xenett reads data from QuickBooks or Xero.
It identifies transactions that require attention.
Each review point displays a count of related transactions.

Examples include:

Uncategorized entries
Entries without class

Clicking a review point allows you to review and fix the transactions directly.

Custom Review Points

Xenett provides default review points.
You can also create custom review points tailored to your firm's rules.

3. GL Reconciliation (GL Rec)

GL Rec tasks allow firms to reconcile every GL account as part of the close.

How GL Rec Works

Add GL accounts from the chart of accounts to the close process.
Each GL Rec task pulls the balance from the ledger and supports external reconciliation.

External Reconciliation — for each GL account, you can:

Enter balance per books
Enter balance per bank or statement
Identify unreconciled transactions
Attach screenshots or working papers

This reconciliation is external and separate from bank reconciliations performed inside QuickBooks or Xero.

Bulk Actions on Tasks

You can perform actions on multiple tasks at once without updating them one by one.

Select one or more tasks using the checkboxes
A Bulk Action panel appears at the top
Choose the action and click Apply

Available bulk actions:

Assignee – reassign selected tasks to a different team member
Transfer – transfer tasks to another user
Task Status – update the status of selected tasks
Due Date – set or change the due date
Tags – add or update tags
Custom Field – update a custom field value
Move – move tasks to a different section
Convert to Subtask – convert selected tasks into subtasks
Delete – permanently delete selected tasks

Summary

Xenett tasks help teams manage close work efficiently by combining standard tasks, automated review points, and GL reconciliations. By using the right task type, firms can assign work clearly, review accounting data faster, and ensure every GL is reconciled during the close process.