Wish Granted! A Month-end Checklist Right in BC - Sharing The Righter Way - Cynthiapriebe.com

Dynamics 365 Business Central

Users can create a month-end checklist in Microsoft Dynamics 365 Business Central using the User Tasks feature.
User Tasks is a little-used tool that allows users to assign tasks with start and due dates and link them to the necessary pages for work.
User Task Groups can be created and assigned to specific tasks, making it easier for users to organize and complete their work.
Recurrence options are available for tasks that need to be completed on a regular basis, such as monthly tasks.
Users can track task completion and progress within assigned User Task Groups.
The User Task List allows users to filter tasks by start date and go directly to the workspace assigned to the task.
Recording progress and completing tasks involves assigning tasks to individual users and indicating percentage completion.
With proper setup, users can effectively manage month-end tasks in Business Central using the User Tasks feature.

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