Tasks and Comments

Use Tasks and Comments to take team collaboration to new heights of efficiency by using FYI:

  • Assign and manage tasks directly within your documents.
  • Keep track of progress with shared task lists and real-time updates.
  • Collaborate efficiently using comments within tasks to ensure alignment.
  • Receive notifications to stay informed and ensure nothing slips through the cracks.
  • Centralise task management alongside your document workflow for streamlined operations.

To dive deeper into FYI’s capabilities and allow us to tailor our solutions to your needs, we encourage you to book a personalised platform tour here.

Other Webinars On-Demand

Elite Feature Walkthrough

Unlock seamless workflows—from effortless time & billing to real-time reporting, streamlined HR and unified client maintenance with FYI Elite.

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Document Management

Learn how FYI automates the creation and filing of documents.

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Why FYI?

Revolutionise your practice with integrated document & job management.

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Email Management

Learn how FYI automates the creation and filing of client emails.

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Collaborate with your Accountant

Learn how to access and navigate your portal and safely and securely share documents with your accountant.

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