How to take single action on multiple tasks in one go in ERPCA?


It is a difficult process to perform multiple action with regard to task management functionalities. But ERPCA smoothens this practise through a single click. You can select single, multiple task(s) or all task and perform bulk actions like Delete, Close, Change the task status,Reassign etc.

This video will make you understand the process.

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In the Taskboard when we click on the Customer name /Task ID- of the respective task we get the option for edit as well as delete task

ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms

There are 3 ways of task creation in task module of ERPCA.-Manual task, Bulk import and Workflow task. In this video you will understand the process of manually creating new task in ERPCA.