Workflow dashboard

Businesses

View and update the task status for each business linked to a task, or mark all businesses as complete in 1 action.

Overview

Select the number of businesses for a task in the task list to open the Businesses panel. From there, you can manage and update the task status for each business in 1 place.

Business cards

Each business associated with the task is displayed as its own card. Every card shows:
  • The business name.
  • A status badge that is colour-coded to reflect the current state of the task for that business.
  • A Complete date field showing the date the task was marked as complete for that business.
  • A status dropdown lets you update the task status for that individual business independently of the others.

Mark all as complete

If all the businesses are ready at the same time, select
Mark all as complete
 at the bottom of the panel. This updates every business in one go, so you don't need to update each card 1 by one.
note
This is only relevant for MTD tasks.

This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Making Tax Digital (MTD)