Use the Needs Attention experience in QuickBooks Online

[0:00] Needs Attention is your central place to track all the tasks that need your action in QuickBooks Online, and the work QuickBooks already handled for you. This video will show you where to access it, and how to use it. Start on your QuickBooks homepage. Near the top, you'll find the Needs attention widget.

[0:17] This is the main list of the work that stalls without you, like approvals, reviews, and things that need your input. These can include reminders, automations, critical alerts, and tasks you've created. You can act right from the widget. Each task has a link next to it, which you can select to open that workflow. Next to View All is a number which shows the total number of open tasks.

[0:39] To see all of your tasks, select View All. This opens the full Needs Attention page. Each row tells you what you need to know at a glance. You'll see the task, its status, the due date, and who it's assigned to. Use filters to narrow the list. Select any row to open the Task Detail panel, where you can see more information about that task, or begin working on it directly from the link.

[1:02] If any open work isn't yet reflected in your list, you can use Add Task to create your own to-do. You don't have to go back to the homepage to reference your list. Select the clipboard icon in the top navigation bar. A companion panel opens alongside whatever you're working on, so you can check your tasks from anywhere in QuickBooks.

[1:22] You can get back to the Needs Attention page from the companion panel by clicking View All. Over time, more of your work will show up here. Now you know all 3 ways to track and update tasks: the homepage widget, the needs attention page, and the companion panel. Start using Needs Attention as you work to keep track of everything you and QuickBooks get done together.