Adding a smart task

Product subscription required: IRIS Elements Practice Management Professional

Smart tasks are added in Jobs.

1. Select the Admin settings cog icon.

   

2. Select Jobs.
3. Select + Add job.
4. Go to the Tasks tab.
5. Select + Add task.
6. From the Type of task drop-down, select Smart task.
7. Add a meaningful Title.
8. Go to the Automation tab.
9. 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
10. Save the task and job.

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