Create a task from your customer’s profile

Learn how to create and manage tasks directly from your customer’s profile in QuickBooks Online.

Tasks help you and your team manage your customers better and stay on top of important to-dos.

Create a task from a customer’s profile

1. Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
2. Select a customer you want to create a task for. Then, either:
   1. Select the create task icon , from the customer profile.
   2. Or, select the Tasks tab, then select + Add task.
3. Enter a Task name.
4. (Optional) Enter a Description.
5. From the Assign to ▼ dropdown, select an assignee.
6. (Optional) Set a Due date.
7. (Optional) Select the Priority ▼ dropdown, then select a priority: Low, Medium, High, or Urgent.
8. (Optional) To attach a document, select Add a document and follow the next steps.
9. Select Save.

View and manage an existing task from a customer’s profile

1. Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
2. Select a customer whose task you want to manage.
3. Select the Tasks tab.
4. To add a filter, select the filter icon .
   1. Set a custom due date range. Or, select from the Due date ▼ dropdown.
   2. Select the Status ▼ dropdown, then select the status you want. You can select multiple statuses.
   3. Select Apply.
5. To mark a task complete, from the Actions column, select Mark complete.
6. To view or edit a task:
   1. Select it from the list. Or select the ▼ dropdown from the Actions column then select View/Edit task.
   2. Make your changes and select Save.
7. To delete a task:
   1. Select the ▼ dropdown from the Actions column, then select Delete task.
   2. Select Delete to confirm.