Due Date/Workflow : Your Practice Made Perfect

Due Date/Workflow

I'm A WorkFlow User Creating Custom Subtask Steps for my Forms and Tasks. Can I Delete Subtask Step(s) for Specific Client(s)?

Yes, you can delete the subtask step(s) for specific client(s) if the form/task has been set-up with User Defined Subtasks. To delete, click on the record s...

Fri, 27 Mar, 2020 at 12:04 PM

Is There a Due Date Report to Show Fees Charged?

Yes, if the task has been associated with the invoice on the Posting Screen then the fee/invoice amount will show on the Status Levels Report. (NOTE: AS OF ...

Thu, 9 Jul, 2020 at 3:36 PM

How to Assign Forms/Tasks to a Group of Clients.

The Client Quick Setup is designed to speed up assigning multiple forms/tasks to clients. Go to Calendar / Due Dates > Due Date Setup & Utilities...

Thu, 9 Jul, 2020 at 3:37 PM

Cloning or Rolling Tasks and Forms to the Next Year

NOTE: ImagineTime suggests that you backup your data file before cloning! ImagineTime uses the previous period's task and form history as the basis...

Thu, 9 Jul, 2020 at 3:38 PM

How to prevent form or task for client from cloning.

There are 2 ways to prevent an item from cloning. 1. Un-check the OK box on the temporary file that you preview OR OR CHECK THE “DO NOT CLONE” BOX O...

Fri, 27 Mar, 2020 at 2:29 PM