-
FAQs
-
Troubleshooting & Support
-
Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
-
Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Client & User Management (formerly Portal Manager)
- Documents
- Smart Connect
- Password Manager
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Auto Bank Rec
- Bot Review
- JE Automation
- Close Tracker
-
Accounting Partner Resources
-
AI UNCHAINED Conference
-
Product Updates & Release Notes
What are "Task Watchers?"
Task watchers are users who have been selected to be notified when a task is complete.
You can easily add users to be notified upon a task's completion by entering their names when you create the task. This way, both you, the original task requester, and the additional parties will be informed when the task is complete.
When creating a new task, use the dropdown to select the names of users you want to make into Task Watchers. You can also start typing their name if you don't see it in your drop-down:
Simply click create once your task information is complete. Anytime you bring up task details, Task Watchers will be listed as shown below:
⚠️ Only the task requester can update the Task Watcher(s).