Overview
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.
This article explains how to create a task in a project and outlines the different types of tasks available.
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
Open the project.
Click New.
Select Task.
Enter the Task Name (for example, Record Prepared Entries).
Choose the Section where the task should appear (for example, Balance Sheet Review).
Select one or more Assignees.
(Optional) Set priority and tags.
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
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.
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.
Video Tutorial