Managing Projects
How to manage your client projects
By Dan and 4 others5 authors31 articles
- Adding Task to the Client List
- How to Delete Tasks Within a Project.How to Delete Tasks Within a Project
- How to Archive Projects
- How to Create a Sharable Link for PDFs
- How to Download Documents from Truss
- How To Move Files Between TasksThis article demonstrates how to move files between tasks. Move a client files between their tasks.
- How To See Client ActivityHow to see client activity. How to see when a client opened or interacted with the document request.
- How to use Project Tags
- Merging Multiple Documents into One PDF
- Resharing / Accessing a Client's LinkThis article covers how to reshare or access a client's link in Truss.
- Sharing Whole Folders
- PDF Cover PagesHow to use PDF Cover Pages. This is useful for when clients send you physical/paper documents, and you'd like to scan them into Truss.
- Rename Files with AI (in 1 click)Renaming files is a chore. Here's how to rename your files in a single click.
- Add a Client to Existing ProjectThis article discusses how to add a client to an existing project.
- Split PDF documentsThis article covers when and how to split PDF documents in Truss.
- How to use and save filters in active projects view (Video)
- How to use project tags (Video)
- How to take bulk actions on projects (Video)
- How to schedule a bulk email (Video)
- How to review or audit what your client will see (Video)
- How to review your client's detailed activity (Video)
- How to use project statuses (Video)
- Self-Service link-recovery for clients (Video)
- How to delete a project (Video)
- How to create reports (projects) and export to excel (Video)
- Update Email Address on ProjectLearn how to update or change the email address linked to a project in Truss to ensure project notifications go to the right place.
- Sending Project Reminders ManuallyLearn how to manually send reminder notifications for a project in Truss to keep clients on track and ensure tasks are completed on time.
- Schedule a Message in bulkOn the dashboard of your login to Gettruss.io portal, you will see multiple projects where you can select either in bulk or selective customers and schedule to send text messages…
- Create a task in bulkBulk creating tasks in Gettruss.io is just as seamless as managing project rollovers. By leveraging the platform's automation, you can transform a cluttered to-do list into an organized workflow in…
- Forms overview- how it worksThere are multiple Forms in each project. Select appropriate ones that suit your stages of tax return preparations and send them to the customer to get information to incorporate into…
- Rolling Over ProjectsDuring off-peak windows, use the staging area to manage system load. Instead of a bulk import, select specific clients and use the Actions menu to generate projects. Crucially, verify all…