User Tasks – The versatile Month-end tool in Business Central
Your month-end checklist in D365 Business Central is here!
Did you know there are month-end checklist capabilities in Business Central? and it has been there for quite a while – it is the little used, underappreciated User Tasks!
Business Central has month-end checklist capabilities through the User Tasks feature. This underappreciated tool is available but often overlooked, partly because the User Task Activity Cue is only on certain role centres like Business Manager and Accountant. If you’re searching for a month-end checklist, “User Tasks” might not be the first term you think of!. (Credit: Cynthia Priebe – Microsoft MVP)
User Tasks – The versatile Month-end tool in Business Central
In our latest D365 Business Central Feature Explainer Series, Majvina Lekaj, D365 Functional Consultant, introduces you to this powerful yet often overlooked feature in Business Central: User Tasks. This tool offers essential capabilities to help ensure that tasks are completed efficiently and can be easily tracked, making it an invaluable asset in today’s fast-paced business environment.
Month-end recurring tasks play a critical role in maintaining both the financial health and operational efficiency of an organisation. With User Tasks in Business Central, you can streamline these processes, ensuring nothing falls through the cracks.
User Tasks: The versatile Month-end tool in Business Central – Watch The Video & learn how
User Tasks – Feature Overview:
User Tasks in Microsoft Dynamics 365 Business Central
User Tasks serve as a feasible task list tool across different departments and purposes. From creating and assigning tasks to monitoring and completing them, User Tasks in Business Central give users control over every aspect of the process. The result? – Streamlined operations, reduced errors and delays, better scheduling, and consistent communication.
Some Key Features of User Tasks include:
- Convenient Access: To facilitate access, bookmark the User Task list page.
- Assigning User Task: Tasks can be assigned to User Task Groups or specific users.
- Working with User Tasks: Name the task, assign it, set Start and Due Dates, assign a priority and link tasks directly to reports or pages necessary for task execution.
- Define Recurrence: Define tasks, whether for one-time or recurring deadlines.
- Streamlined coordination: Users can organise and complete work promptly.
- Progress Tracking: Upon task completion, it is marked as such, and the assigned user is credited with its completion.
- Month-end Task List: With minimal setup, creating a month-end task list in BC is feasible.
Why choose User tasks for Month-end in D365 Business Central?
Streamlined Solution within BC:
Consider the delays associated with traditional communication and scheduling the Month-end checklist and recurrence. Tracking progress within the working environment helps in maintaining transparency and accountability with the team and across departments within the company. This solution not only saves time but also increases process efficiency ensuring that financial data is accurate, reliable, and useful for decision-making purposes.
Use Case Examples:
User Tasks tool is versatile and can be tailored to various business needs. Here are some practical use cases:
- Month-end checklist tracking
- Year-end checklist tracking
- Inventory stock taking occurrence tracking
- Payables and Receivables Reconciliation tracking
- Bank Reconciliation tracking
- Reporting tracking
- Timesheets completion tracking
- Custom tasks tracking
Transform your Month-end process now with the User Tasks capability for D365 Business Central.
- Embrace automation
- Enhance communication
- Save time and avoid delays – all while ensuring your checklist items are handled and progress is communicated within BC, with the consistency and transparency your business deserves.
Next Steps: User Tasks – The versatile Month-end tool in Business Central
With a little bit of setup, you too can have a month-end task list in Business Central. If you require any assistance, please contact us now our D365 Team are here to help!
Contact Us Now or why not request a Free 30 Minute Consultation with our Dynamics 365 ERP & CRM Specialists Now – we’re here to help
