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Edit tasks or subtasks in QuickBooks Practice Manager

by Intuit Updated 10 months ago

This page will show you step-by-step how to make changes to an existing task or subtask in Practice Manager.

Tip: Remember to save both the task and the subtask after you make any changes.

Edit a task

  1. Go to Work
  2. Select the task name to open its details. You can also select the three-dot icon next to the task you need to make changes to, and then Edit task.
    Note: You can also access tasks from a client’s details page, in the Open tasks tab.
  3. To change the task name or due date, hover over the field and select the pencil icon. 
  4. To change the client, select the dropdown arrow and choose the client from the list. 
  5. To add or remove labels, select the ▼dropdown arrow and select the appropriate labels. 
  6. To add a new subtask, select the +Add subtask button.

Edit a subtask

  1. Select the task name to open its details, and then select the three-dot icon. 
  2. Select Advanced task editor. This will open the editing window. 
  3. Select the subtask to open its details where you can change the type, content or remove a subtask. 
  4. After you make the changes, select Save subtask
  5. If you need to add a new subtask, select +Add subtask
  6. You can reorder your subtasks by dragging and dropping a subtask by its three-line icon. 
  7. Select Save task and close.

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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