Ever wanted a good task list manager that could be managed from anywhere? Here is a way to use either the calendar and/or task list that are included with the Workteam Collaboration Suite that comes with any accounting web site hosted by CPA Site Solutions as an efficient task manager.

The Workteam Collaboration Suite is powered by Google Apps and has all of the great functionality and ongoing development behind it.

The task list. Using the task list is easy enough and Google offers a great overview of this feature. Once you have created a task list there are some handy actions available such as emailing or printing your task list.

Emailing a list or printing makes it easy to collaborate with other users as you get things done each day. Even so using the task list alongside the calendar gives you even greater flexibility.

The calendar adds even more. Google also has a great section on how to set-up and use calendars. Here are some features to highlight:

View your task list alongside calendar. While viewing your calendar you can click on Tasks and it comes up to the right of your calendar. This makes for quick access without being in the way and an easy way to plan your appointments alongside your immediate to-do list.

Tasks with due dates. When you have a task list with a due date it shows in your main calendar area under My Calendars labeled as Tasks. This way you can see tasks in your calendar area and check them off when done.

Making custom calendars. Although you automatically have a calendar of your own you can also create any number of custom calendars. If you haven’t created a custom calendar before you can go over Google’s help section on the setup.

The custom task calendar. Once you have a grasp of how the custom calendars are created, create one called something like Daily Tasks (obviously you can call it whatever you would like). You can then add tasks to the particular day you need to do them on.

The benefit of this type of setup is that you can create reoccurring tasks that the regular task list doesn’t allow. Check this help section on how to create reoccurring tasks within the calendar if you are unsure.

You can have the tasks show with your regular calendar, view it by itself or have it hidden until you need it. There is a lot more flexibility with sharing because you can share the whole calendar. The whole month can be viewed or by day so you can get a quick overall and then specific view of what you have to do.

Don’t have the Workteam Collaboration Suite but want to know more? Give an account manager a call at 800-896-4500 to see about the benefits offered or email support@cpasitesolutions.com with any questions.

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