Add and review tasks for your team in QuickBooks Online Advanced

Learn how to create and review tasks in the app. This feature is currently in beta.

You can add tasks so your team always knows what work needs to get done and when. Some features, like invoice approval workflows, automatically create and assign tasks. You can create custom tasks for anything, even related work outside of the app.

Review open tasks

All tasks appear in the Tasks menu so your team can manage everything in one place. Each time a feature or workflow creates a task, it shows up here. Or if a team member creates an invoice that needs approval, the app adds a note for the reviewer in the Tasks menu.

To review open tasks, go to the Tasks menu. You'll see what needs to be done and who owns each task.

• For invoice approval tasks, the reviewer can select the invoice to get more details. Then select Approve or Reject.
  Note: To reject the invoice, select the Actions dropdown, then select Reject.
• For custom tasks, the task owner just needs to follow whatever steps you put in the note. When they finish the task, select Mark complete.

Tip: If you'd like to see all your open, due today, overdue, upcoming, and completed tasks, you can select the options above the list. Use the Filters to create a custom view for your tasks by combining all sorts of criteria, like its due date, tasks related to, and who it's assigned to.

Create a custom task

Create tasks for anything: reminders to call a customer or notes to help your team follow up with a sale.

1. Go to Tasks.
2. Select + Add task.
3. Enter the Task name, Description, and set the Due date.
4. In the Assign to ▼ dropdown, select the task owner.
   Note: The user needs to have admin access.
5. (Optional) If you’d like the task to repeat, turn on Recurring task. You can set the task to repeat on certain days of the week, month, or year. Select the option that works best for you.
6. Optionally search and attach the product transactions (Bills, Invoice) to the Records section, and documents to the Document section.
7. Then select Save.