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Add a task in QuickBooks Practice Manager

by Intuit Updated 10 months ago

There are several ways to start a new task in QuickBooks Practice Manager. The steps you follow will depend on how you begin creating the task.

Select the heading below to show the complete instructions on how to add a task from different areas in the Practice Manager.

The first way you can create a task is from the Practice Manager navigation menu. Here’s what you need to do:

  1. Select + New
  2. Select Create task
  3. Give your task a name.
  4. Select the deadline. 
  5. Assign the task to a team member. 
  6. If applicable, select the client associated with the task. 
  7. Select Next
  8. If you want to create a task with no pre-defined subtasks, select Custom task. This step requires filling out any additional details such as due dates, assigning team members responsible for each subtask, and so on.
    Alternatively, you can use an existing task template. All you need to do is review any existing subtasks included in the template and make any necessary edits or adjustments before assigning it out.
  9. Select Next
  10. Add and save as many subtasks you need. 
  11. Select Create task. Your task will now show up in your to do list.

For one-time, ad-hoc tasks, this is the quickest way to add a task that does not need to have subtasks, and does not need to be associated with a client. Use this method for internal tasks.

  1. On your Practice Manager dashboard, select Work
  2. Select the To do tab. 
  3. Select +Add task.
  4. Give the task a name. 
  5. Assign the task to a client. If this is an internal task or you want to assign a client later, you can leave this blank. 
  6. Choose the due by date. 
  7. Select Save task. The task will now show up in your to do list.

You can select the task name to see its details. If you need to, you can create subtasks, set the task’s client or apply a task template.

When creating tasks from the client page, you'll have the option to create recurring tasks for selected clients. This will allow you to create a task once and have it recurring automatically every week, month or year.

  1. In Practice Manager, go to Clients. 
  2. If your client list is open, select the clients you want to create a task for. 
  3. Select + Create task
  4. Give your task a name, deadline and assign the task to a team member. 
  5. If you want to create a task with no pre-defined subtasks, select Custom task. This step requires filling out any additional details such as due dates, assigning team members responsible for each subtask, and so on.
    Alternatively, you can use an existing task template. All you need to do is review any existing subtasks included in the template and make any necessary edits or adjustments before assigning it out.
  6. Add and save as many subtasks you need. 
  7. Select Create task. Your task will now show up in your to do list.
  1. In Practice Manager, go to Clients. 
  2. Select the clients you want to create a task for. 
  3. Select the Recurring tasks tab.
  4. Select Schedule task.
  5. Choose the task template. 
  6. Select Schedule task

To change the schedule for the recurring task:

  1. Select the pencil icon.
  2. Select Override template settings.
  3. Choose when you want to the task to start.
  4. Select the frequency of the recurrence.
  5. Select the default assignee and deadline.
  6. Select Change schedule.

Alternatively, you can go to your Settings, then Task template. Select the task you wish to edit.

  1. In Practice Manager, go to Clients. 
  2. Select the client’s name to open their details. 
  3. Select + Create task
  4. Give your task a name.
  5. Select the deadline. 
  6. Assign the task to a team member. 
  7. If applicable, select the client associated with the task. 
  8. Select Next
  9. If you want to create a task with no pre-defined subtasks, select Custom task. This step requires filling out any additional details such as due dates, assigning team members responsible for each subtask, and so on.
    Alternatively, you can use an existing task template. All you need to do is review any existing subtasks included in the template and make any necessary edits or adjustments before assigning it out.
  10. Select Next
  11. Add and save as many subtasks you need. 
  12. Select Create task. Your task will now show up in your to do list.

To see all tasks associated with the client:

image
  1. Go to Clients.
  2. Select the client’s name to open their details.
  3. Select the tabs to show the following info: 
    • Open tasks will show all the tasks that need to be done. 
    • Client tasks will show any tasks that you assign to the client that they need to complete. 
    • Closed tasks will show all the tasks that have been done and marked as complete.
    • Recurring tasks will show all the tasks that have a task template and are set to repeat.
  1. On the Practice Manager dashboard, select Email
  2. Select the To do tab. 
  3. Open an existing email, or compose a new email by selecting the pencil icon. 
  4. Select Create task from email. This will automatically create a task and will show in the To do tab. The name of the task will be the subject of the email, and the subtask will be “Review email”.

Lastly, if you're a workspace admin user in Practice Manager, you can access task templates to find the template you want to use for a task. To do so: 

  1. On the Practice Manager dashboard, select Settings
  2. Select the Task templates tab. 
  3. Next to the task template you want to use, select the clipboard icon to create a task from the template. 
  4. Give your task a name.
  5. Select the deadline. 
  6. Assign the task to a team member. 
  7. If applicable, select the client associated with the task. 
  8. Select Next
  9. If you want to create a task with no pre-defined subtasks, select Custom task. This step requires filling out any additional details such as due dates, assigning team members responsible for each subtask, and so on.
    Alternatively, you can use an existing task template. All you need to do is review any existing subtasks included in the template and make any necessary edits or adjustments before assigning it out.
  10. Select Next
  11. Add and save as many subtasks you need. 
  12. Select Create task. Your task will now show up in your to do list.

You can edit, reassign or delete a task at any time. Once you’ve created a task in Practice Manager, the next step is to set up subtasks

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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