Xenett

Learn about how to create projects and manage tasks

Project & Tasks

Explore how projects in Xenett help organize client work, track progress, streamline workflows, and improve visibility across your month-end close process.

Project Overview

Manage Xenett projects using sections, tasks, and tabs to track progress, review financials, and share client reports all in one place.

Project Workflow

Learn how project types, and statuses work in Xenett to organize client work and standardize workflows.

Project Types and Statuses

Create and manage project templates in Xenett to standardize recurring workflows, improve consistency, and streamline month-end processes.

Create a Project Template

How to create a Clean Up Project for Historical Data Cleaning

How to create Other Project

Create Projects in Multiple Clients using Template

This article explains how the Restrict Task Status feature in Xenett controls who can update task statuses within a project.

Set Task Status Changes Permission

How Project Recurrence works

Edit, pause, resume, and generate recurring projects in Xenett to manage workflows, maintain consistency, and keep your month-end processes on track.

Editing and Managing Project Recurrence

Manage project sections in Xenett to group related tasks, organize workflows, and improve visibility across your projects and month-end processes.

Manage Sections

Learn how the Activity Feed works and how it helps you track every action performed within a project.

Activity Feed

This article explains how Project Views help you organize and track projects by saving commonly used filters.

Create Views for Projects

Learn how to update project details in Xenett after a project is created, including editing the project title, description, due date, and project manager.

Updating Project Details

Projects Management

Learn how to create a task in a project, use Quick Create for fast task entry, perform bulk actions on tasks, and understand the different types of tasks available.

Create Task in Project

Learn how Task Custom Fields work, when to use them, and how they help teams capture structured task-level information for tracking, filtering, and reporting.

Custom Fields for Tasks

Import tasks into a project in Xenett to reuse task lists, standardize workflows, and improve efficiency across recurring projects.

Import Tasks in a Project

How Task Recurrence works

This article explains the difference between Permanent Files and Working Files, when to use each type, and how to add and manage files within tasks and project.

Working vs. Permanent File

Learn about all the features related to Managing projects in Xenett

Tasks Management

Track time spent on tasks and client work in Xenett to improve visibility, monitor productivity, and streamline billing and workflow management.

Time Tracking and Time Logs

Learn about time tracking feature in Xenett

Time Tracking

Training Videos

Implementation Guide

Join Facebook Community

Suggest a feature

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.