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Reassign a task in QuickBooks Practice Manager

by Intuit Updated 10 months ago

We'll show you how to reassign one of your tasks to another team member in QuickBooks Practice Manager.

  1. Go to Work, and select the To do tab. 
  2. Next to the task, select the three-dot icon. 
  3. Select Edit task
  4. In the edit window, choose a new assignee from the dropdown list. 
  5. Select Save task and close
  6. The task will be reassigned, and the new assignee will get a notification.

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