Create project tasks and templates in Intuit Enterprise Suite

Learn how to use project tasks and templates to help your operational tracking in Intuit Enterprise Suite.

Project tasks help you organize and track your team's work. Tasks can relate to financial outcomes like reviewing and approving an estimate. You can also create tasks that happen in the field so you can be up to date with the overall progress of a project.

Add tasks manually

Add tasks to break down the work in the project, then assign specific tasks to yourself or a team member.

1. Go to Projects (Take me there), then All projects list.
2. Select a project from the list, then go to the Tasks tab.
3. Select the Add tasks ▼ dropdown then select From scratch.
4. Enter the task name and description.
5. In the Assign to ▼ dropdown, select the team member who you’ll assign the task to.
   Note: Team members must have already accepted a company invite to appear in the dropdown.
6. Select the desired Due date and current Status (Open, In Progress, Completed, and Blocked).
7. Select a desired Priority (Low, Medium, High, Urgent).
8. Make sure the Project and Customer are correct, or change if needed.
9. When you’re finished, select Save.

Once a task has been created, it'll appear in the Tasks tab for the project.

You and your team can also review open and closed tasks in the Tasks menu.

Add tasks from a new or existing template

Templates let you group several tasks together which you can apply to a project. Use templates from the template library to save you time from recreating the same tasks for similar projects.

1. Go to Projects (Take me there), then All projects list.
2. Select a project from the list, then go to the Tasks tab.
3. Select the Add tasks ▼ dropdown then select From template.
4. On the Template library, select an existing template to apply to the project, or select New template. You can also select the More options  menu on existing templates to Edit template or Delete them.
5. If you selected New template, fill out the fields and add tasks:
   • Template name
   • Description
   • Select Add to create tasks for this template. Repeat as many times as needed.
6. When finished, select Save template. It'll appear in your Template library.

Convert project tasks to a template

After you’ve added tasks to a project, save them as a template so you can use the same list of tasks for future projects.

1. Go to Projects (Take me there), then All projects list.
2. Select a project from the list, then go to the Tasks tab.
3. Select the More options menu, then select Convert to a template.
4. On the Save template page, fill out the fields and add tasks:
   • Template name
   • Description
   • Select Add to create any additional tasks for this template. Repeat as many times as needed.
5. When finished, select Save template. It will appear in your Template library.