Create project tasks in Intuit Enterprise Suite

Learn how to use project tasks 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 to break down the work in the project, then assign specific tasks to yourself or a team member. Create a task directly from the project tasks tab or from the project menu.

1. Select the Add a project ▼dropdown then select Create task.
2. Enter the task name and description.
3. In the Assign to ▼ dropdown, select the team member who you’ll assign the task to.
   Note: If you’ll assign a task to a new team member, they need to sign in to the account first for their name to appear in the dropdown.
4. Select the desired Due date and current Status (To Do, In Progress, Done, and Blocked).
5. Select a desired Priority (Low, Medium, High).
6. Make sure the Project and Customer are correct, or change if you need to.
7. When you’re finished, select Save.

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

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