Tasks
Understand requests from your accountant and how tasks differ from messages.
Tasks are concrete requests from the Numonis team, such as your accountant, payroll specialist, or Numonis support. A task tells you what action is needed, when it is due, and when it has been completed.
Use tasks for requested actions such as uploading a document, confirming a detail, answering a month-end question, or reviewing a date. Use Messages & Meetings when you need to start a new conversation, ask a question, or explain context that is not attached to a task.
Tasks or messages
- A task requires an action from you.
- A task comes with a deadline.
- A message is a conversation for questions, explanations, or follow-up.
At this time, you cannot send tasks to the Numonis team. If you need an action from your accountant or payroll specialist, use Messages & Meetings instead and include the deadline if there is one.
Urgent tasks
Your accountant or payroll specialist can mark a task as Urgent when the timeline or impact is critical. Prioritize urgent tasks before routine requests.