Bookkeeping Tier Templates for Monthly & Quarterly Tasks
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DeAnna Bennett
I'm searching best practice template when a bookkeeping tier includes both monthly AND quarterly tasks? Is it best to create separate workflows for the calendar tasks, one for monthly and one for quarterly?
If the bookkeeping workflow is monthly, leaving the quarterly tasks sitting for 45-55 days before the workflow is complete. If so, since it's monthly reoccurring template, that workflow recurs leaving multiple projects (quarterly) open for the assigned client. Any suggestions?
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Amanda Aparicio
updated the status to
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Lindsey Denson
DeAnna Bennett I recommend setting up a separate recuring quarterly project, BUT what I have found helpful is "snoozing" the quarterly project until mid/later of the quarterly month so my dashboard isn't so busy or overloading.
When you snooze a project, it doesn't show on your dashboard (unless you filter your view to to see only snoozed projects).
The snoozed projects still show on the client's dashboard, so if you need to perform a quarterly project but after the monthly project, it will be right there when you are in the client dashboard.
Let me know if you have any questions 😊