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

PDF Management Feature Walkthrough

Prepare client-ready documents without switching applications with FYI’s PDF Management. Collate. Edit. Redact. More of your document work, all in FYI.

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Secure Client Link Feature Walkthrough

Share sensitive client documents securely, control access and track activity - all directly from FYI, without relying on email attachments or separate client portals.

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Process Automation Feature Walkthrough

Discover how FYI’s automation engine streamlines your practice — helping you build, customise, and optimise processes that remove repetitive admin and enhance consistency.

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MTD Made Manageable: Practical Steps for Your Firm

Making Tax Digital (MTD) for Income Tax is coming — are you ready? From 2026, millions of sole traders and landlords must keep digital records and file quarterly submissions. Join our expert panel for a one-hour webinar to learn what’s changing, how to prepare your practice, and how FYI can help you stay compliant, cut admin, and protect your margins.

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FYI Elite – Time and Billing Feature Walkthrough

Track time effortlessly and streamline billing with auto-generated timesheets, real-time WIP, and invoicing—powered by FYI Elite.

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