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Add an instruction subtask in QuickBooks Practice Manager

by Intuit Updated 10 months ago

Adding an instruction subtask in QuickBooks Practice Manager can help ensure that tasks are completed accurately and efficiently.

After you add a new task, you can make an instruction subtask. This will let you add step-by-step instructions for completing the task.

  1. Select + Add a subtask
  2. Give the subtask a name.
  3. In the Type field, select Instructions.

You have access to a wide variety of HTML formatting options, including bold, italic, colours, hyperlinks, file attachments and even videos, which you can use to provide detailed instructions to the task assignee.

There are three ways to make a to-do list: numbered, bullet or checklist. Here’s an example of all three:

To add multiple levels to such lists, select the item you want to indent and press the Tab key.

Unlike bulleted or numbered lists, the checklist option lets the person who gets the task check it off as they go. Select the checklist icon and Practice Manager will automatically start a checklist. 

Checklists also help break up large tasks into smaller chunks, making them more manageable for everyone involved in a project.

Tip: Save the QuickBooks Practice Manager resource page to your bookmarks for easy access to helpful articles and step-by-step instructions.

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