Create a task from your customer’s profile in QuickBooks Online Advanced

Learn how to create and manage tasks directly from your customer’s profile in QuickBooks Online Advanced.

Tasks help you and your team manage your customers better and always stay on top of important to-dos.

Note: This is currently available to QuickBooks Online Advanced customers only.

Create a task from a customer’s profile

1. Go to Customers & leads and select Customers (Take me there).
2. Select a customer you want to create a task for. Then, either:
   1. Select the New ▼ dropdown, then select Task.
   2. Or, select the Tasks tab, then select + Add task.
3. Enter a Task name.
4. (Optional) Enter a Description.
5. Select the Assign to ▼ dropdown, then select an assignee.
6. (Optional) Set a Due date.
7. (Optional) Select the Priority ▼ dropdown, then select a priority: Low, Medium, High, or Urgent.
8. (Optional) To attach a document, select Add a document.
9. Select Save.

View and manage an existing task from a customer’s profile

1. Go to Customers & leads and select Customers (Take me there).
2. Select a customer whose task you want to manage.
3. Select the Tasks tab.
4. To add a filter, select Filters.
   1. Set a custom due date range. Or, select from the Due date ▼ dropdown.
   2. Select the Status ▼ dropdown, then select the status you want. You can select multiple statuses.
   3. Select Apply.
5. To mark a task complete, from the Actions column, select Mark complete.
6. To view or edit a task, select it from the list. Or, select the dropdown ▼, then select View/Edit task.
   1. Make your changes and select Save.
7. To delete a task, select the dropdown ▼. Then, select Delete task.
   1. Select Delete to confirm.