## Tasks in Kick

Tasks is how your accountant or team communicates with you inside Kick. Instead of emails back and forth, they can assign you a task directly tied to the [transactions](https://docs.kick.co/common-workflows/transactions) that need attention.

### What you can do with Tasks
- **Assign work** to team members or your accountant with due dates and priorities
- **Attach transactions** that need review, receipts, or clarification directly to a task
- **Manage workflows** like monthly or annual reviews
- **Communicate** in a dedicated chat thread with full context
- **Track progress** across your team and accountant with status updates and filters

### Creating a task
1. Go to **Tasks** in the sidebar
2. Click **New task**
3. Enter a title describing what needs to be done
4. Set the **Assignee**, **Due date**, **Entity**, and **Priority**
5. Click **Create task**

#### Adding transactions to a task
Attach transactions directly to a task so your team or client sees exactly what needs attention — with full context preserved.

1. Go to **Transactions** and select one or more transactions
2. In the **Bulk Actions** toolbar on the bottom of the screen, click the **options menu (⋯)**
3. Select **Create task**
4. Fill in the task details and click **Create task**

The task displays the same columns shown in your Transactions view. Configure visible columns before creating the task to customize the table. **Use this when:**
- Requesting documents or explanations for specific expenses
- Flagging transactions that need client review
- Assigning a batch of uncategorized transactions to a team member

#### Chat on Task
Each task has a chat thread for back-and-forth discussion with your team or client. **Best practice:**
- Use the task chat thread for questions and status updates
- Ask clients to add **Notes** directly to transactions for transaction-specific explanations

#### Email notifications
Assignees receive a daily digest at **6 AM PT / 9 AM ET** for:
- New tasks assigned to them
- New comments on their tasks
- Tasks due that day

#### Editing a task
1. Go to **Tasks** in the sidebar
2. Click any field to edit inline: Title, Due date, Entity, Priority, Assignee, Status
3. Click the task row to open the detailed view for comments and attachments

#### Choosing the right tool
| Tool           | Best for                                    | Where it lives           |
|----------------|--------------------------------------------|--------------------------|
| **Tasks**      | Assigning work, tracking workflows, batch requests | Tasks tab               |
| **Notes**      | Transaction-specific explanations           | Note column on Transactions |
| **Transaction links** | Quick questions when clients aren’t in Kick | Share via email/Slack  |