Adding Tasks to Projects in Sage Intacct

Adding tasks to projects in Sage Intacct is a great way to organise and manage project-related activities, track progress, assign resources, and monitor timelines. Tasks are typically part of the Projects module in Sage Intacct and are used to break down larger projects into smaller, manageable units.

Watch this short demo video for a step-by-step guide on how to set these up.

Benefits of Adding Tasks to Projects:

• Organisation: Breaks down large projects into smaller, manageable parts.
• Accountability: Assign specific team members to tasks, making it easy to track who is responsible for what.
• Progress Tracking: Easily track the progress of each task and the overall project.
• Budget and Resource Management: Monitor time and cost for each task to ensure the project stays on budget and on schedule.
• Improved Reporting: Generate detailed reports to analyse project performance at the task level.