Add an internal task in QuickBooks Practice Manager

An internal task is basically a task that’s related to your company or team members, and doesn’t have anything to do with a client. This can be something like setting up a staff meeting, internal audits, making a call by close of business and so on. 

To create an internal task with no subtasks: 

1. Go to Work. 
2. Select + Add task. 
3. Assign the task a name, and leave the client field empty. 
4. Select the due date.
5. Select Save task.

To include subtasks:

1. Select the task name. 
2. Assign the subtask a name. 
3. Select + Add subtask. 
4. To open the subtask editor, select the three-dot icon and then Advanced task editor.
5. Follow these steps to add subtasks.