Staying on top of job timelines just got easier! Client Hub’s latest update brings much-needed structure to job management with due dates by task groups. No more guessing when task groups should be completed. This highly requested feature keeps projects organized, timelines crystal clear, and accountability front and center, making workflows smoother for accountants and finance pros.

‍

Why Does This Matter?

Before this update, task groups helped break down jobs, but without due dates, tracking progress was tricky. Projects could stall, and deadlines became a guessing game. Now, with assigned due dates, accountants and finance teams can plan with confidence, ensuring every phase of the job stays on schedule. Say goodbye to last-minute scrambles or missed timelines!

‍

‍

How It Works: Keeping Jobs on Track with Clear Due Dates

Here are some key updates accountants and finance pros will love:

• Assigning Due Dates & Team Members: Now, when creating or editing a task group, you can set a clear due date and assign a team member (optional). This keeps tasks structured and ensures everyone knows their role in moving the job forward.
• Instant Visibility: No more hunting for deadlines. Due dates are displayed right in the task group header, so you can instantly see what’s due next.
• Upgraded Jobs Dashboard: The current active task group’s due date is bolded with a marker symbol for quick prioritization. Completed groups? Strikethrough marks them done, while upcoming ones fade into the background for a clean, structured view.

‍

Benefits of Due Dates in Job Task Groups

With this update, accountants and finance professionals can streamline projects, stay accountable, and track progress effortlessly.

• Improved Job Planning – Setting due dates for task groups helps your firm map out realistic project timelines, avoiding delays and ensuring deliverables stay on schedule.
• Increased Accountability – By assigning due dates (and team members if needed), ownership is transparent. Everyone knows their role and when their part of the job is due, resulting in tasks that move forward smoothly and efficiently.
• Enhanced Visibility – The upgraded Jobs Dashboard makes it easy to see what’s due, what’s done, and what’s next. Bold markers for active tasks, strikethroughs for completed ones, and lighter text for upcoming groups provide instant clarity on project status.

‍

Deadlines shouldn’t be headaches; they should be a tool for better planning and smoother workflows. We hope that by implementing due dates by job task group, your firm can set clear schedules, define responsibilities, and easily monitor job progress.

Start using this feature today by assigning due dates to your task groups and experience the difference in how you manage client work. Ready to streamline your job management? Log into Client Hub now and give it a try!