Overview
Xenett projects are designed to give teams full visibility and control over client work. Each project includes sections, tasks, statuses, tabs, and reporting views that help teams manage work efficiently from start to finish.
This article explains how to navigate a project, manage sections and tasks, understand project-level controls, and use different tabs within a project.
Sections and Tasks
What Are Sections
Sections are used to group related tasks inside a project.
Common examples include:
Transaction Fixes
Bank Corrections
Balance Sheet Review
Managing Sections
From the project screen, you can:
Collapse or expand all sections
Add a new section
Rename a section
Change the section color
Delete a section
Managing Tasks Within Sections
All tasks appear inside their respective sections.
To add a task to a specific section, click Add Task within that section.
Task Views, Filters, and Layout Options
Xenett provides multiple ways to customize how tasks are displayed:
Views: Create different task views based on your workflow
Filters: Filter tasks to focus on specific criteria
Section Order: Change the order of sections as needed
Columns: Show or hide task columns to customize the layout
Export: Export the entire task list to Excel
Project Overview and Actions
Project Information Tab
Displays basic project details
Click the Edit icon to update editable fields
Project Actions Menu (Three Dots)
From the three-dot menu, you can:
Import from Template: Add tasks from an existing template
Recurring Task List: View, edit, or delete tasks that recur as part of the project
Edit Project Recurrence: Update the due date or adjust how many days before the project appears
Project frequency cannot be changed
Pause Project Recurrence: Stop future projects from being created (useful when a client is on hold)
Delete Project: Permanently delete the project
Project Status, Due Date, and Progress
Project Status
Indicates the current state of the project (for example, In Progress, Ready for Review, Good to Go)
Statuses are customizable and explained in a separate article
Due Date
Optional field
Used for tracking deadlines and reporting
Progress Bar
Automatically updates based on task statuses
Shows completed versus pending tasks at a glance
Project Manager and Notes
Project Manager
Displays the assigned project manager
Can be changed directly from the project screen
Notes
Used to add context to the project status
Examples:
Waiting for bank statements
Waiting for loan documents
Both the project status and notes appear on the main project listing screen.
Viewing Projects at Client and Firm Level
At the client level, you can see all projects for that client along with statuses and notes
At the firm level, you can view projects across all clients with the same visibility
Project Tabs Explained
The available tabs depend on the project type.
Monthly Close Projects
In addition to standard tabs, Monthly Close projects include:
Review Points
Reports
Publish
Non-Close Projects
Projects such as onboarding or 1099 work do not include Review Points, Reports, or Publish tabs.
Review Points Tab
The Review Points tab provides a compact, manager-friendly view of all review-related tasks.
Key benefits include:
Displays the same tasks as the task list in a summarized format
Makes it easy to identify issues without scanning every section
Especially useful for:
Monthly Close projects
Cleanup and historical close projects
Managers can quickly assess where attention is required and drill into problem areas directly from this view.
Reports Tab
Used primarily for internal review
Helps teams analyze financial data during the close process
Publish Tab
Used to design and customize financial reports
In Edit Mode, except for the "Business Snapshot" page all the pages can be customized, various reports can be added alongwith Charts
Reports can be shared directly with clients from this tab
Files Tab
The Files tab displays all files associated with the project in one place.
You can view and access:
Permanent files attached to the project
Working files uploaded during task execution
This helps teams quickly locate supporting documents, workpapers, and reference files related to the project.
Questions Tab
The Questions tab shows all questions related to the project.
From this tab, you can view:
Questions that have already been posted
Questions saved as drafts but not yet posted
This provides a centralized view of all open and drafted questions for the project, making it easier to track communication and follow-ups.
Summary
Xenett projects provide a flexible and transparent workflow for managing client work. By organizing tasks into sections, using project-level controls, and leveraging tabs like Review Points, Reports, Publish, Files, and Questions, teams can track progress, identify issues faster, and manage projects efficiently across all clients.