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Staff management

Schedule items

Schedule Items in Practice CS are items that can be assigned and scheduled to Staff.

Project

Projects are items that your firm routinely performs, such as tax returns, payroll, and year-end audits. They contain key project information such as date calculations, recurrence patterns, project tasks, budget information, assignments, and future project creation.
  • Supports Recurrence - Yes
  • Required Module - Project Management. Projects can't be scheduled without Staff Management.
  • Can be Loosely Scheduled - Yes
  • Supports Multiple Date Scheduling - Yes

Task

Tasks are individual activities that are performed while working on a project. Tasks are not required, but they can assist your firm in managing staff and budgeting. Each task is identified by an Activity code.
  • Supports Recurrence - On the Project level
  • Required Module - Project Management. Tasks can't be scheduled without Staff Management.
  • Can be Loosely Scheduled - Yes

Scheduled phone call

Scheduled Phone Call serves as an appointment to make a phone call at a future time.
  • Supports Recurrence - Yes
  • Required Module - Staff Management, Client Management isn't required but if you own Client Management you'll have a Call Now button available.
  • Can be Loosely Scheduled - No
  • Supports Multiple Date Scheduling - No

Scheduled benefit

Scheduled Benefit serves as a routed benefit request form as well as a way to schedule time off for a Staff member.
  • Supports Recurrence - No
  • Required Module - Staff Management
  • Can be Loosely Scheduled - No
  • Supports Multiple Date Scheduling - No

Meeting

Meeting lets firms to create and schedule meetings from within Practice CS.
  • Supports Recurrence - Yes
  • Required Module - Staff Management
  • Can be Loosely Scheduled - No
  • Supports Multiple Date Scheduling - No

To do

To Do is similar to Projects but with less information. They are meant for lighter work items, similar to an Outlook Task.
  • Supports Recurrence - Yes
  • Required Module - Staff Management
  • Can be Loosely Scheduled - Yes
  • Supports Multiple Date Scheduling - Yes

CPE course

CPE Course is used to track information such as date, cost, credit hours, and attendees for a specific CPE Course.
  • Supports Recurrence - No
  • Required Module - Staff Management
  • Can be Loosely Scheduled - No
  • Supports Multiple Date Scheduling - No

This article applies to:

  • Product: Practice CS

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