Tasks and engagements

A walking tour of the LedgerOS workspace
Tasks
Pipeline
Search clients, engagements…⌘K
Start timer
New
All Tasks 64 My extensions 12 Waiting on clients 9 Review queue 5
Search clients, tasks… 2 filters activecompletedall New task 64 tasks Columns
TaskClientTypeStatusDueAssigneeSubtasks
2025 1120-S preparation Kestrel Manufacturing LLC Tax Prep Not started Sep 12 MRMarcus R. 2/9
Q3 payroll reconciliation Northline Dental PC Bookkeeping In progress Sep 8 SPSofia P. 4/6
1041 — gather trust statements Alvarez Family Trust Tax Prep Waiting on client Sep 30 DWDana W. 0/4
New task
Create a task
Blank task Start from template
Task name *
e.g. 2024 1040 — Smith
Client *
Kestrel Manufacturing LLC Change
Pipeline
Tax Prep
Status
Not started
Assignee
Dana Whitfield (you)
Due date
mm/dd/yyyy
Need a fast capture? Use the quick-add button. Cancel Create task
New task
Create a task
Blank task Start from template
Client *
Kestrel Manufacturing LLC Change
Template
Search templates…
1120-S Return9 subtasks · Tax Prep
1040 Individual Return12 subtasks · Tax Prep
Monthly Bookkeeping Close7 subtasks · Bookkeeping
Period / tax year (optional)
2025
Assignee override (optional)
Use the template's own assignment rules
Need a fast capture? Use the quick-add button. Cancel Apply template
T-TASK-02 · Aug 2026