Adding a smart task

Product subscription required: IRIS Elements Practice Management Professional

Smart tasks are added in Jobs.

1. From the Admin settings cog, select Jobs.
2. Select + Add job.
3. Go to the Tasks tab.
4. Select + Add task.
5. From the Type of task drop-down, select Smart task.
6. Add a meaningful Title.
7. Go to the Automation tab.
8. Add up to two auto-completion events.

   We've created a full list of supported auto-completion events:

   • IRIS Accountancy Suite events
   • IRIS Elements events
9. Save the task and job.

The job is now available when creating jobs for a client.