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 always stay on top of important to-dos.

Create a task from a customer’s profile

Follow this link to complete the steps in product

1. Select a customer you want to create a task for. Then, either:
   1. Select the New ▼ dropdown, then select Task.
      Note: This option is available only if you are subscribed to QuickBooks Online Advanced.
   2. Or, select the Tasks tab, then select + Add task.
2. Enter a Task name.
3. (Optional) Enter a Description.
4. From the Assign to ▼ dropdown, select an assignee.
5. (Optional) Set a Due date.
6. (Optional) Select the Priority ▼ dropdown, then select a priority: Low, Medium, High, or Urgent.
7. (Optional) To attach a document, select Add a document and follow the steps.
8. Select Save.

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

Follow this link to complete the steps in product

1. Select a customer whose task you want to manage.
2. Select the Tasks tab.
3. To add a filter, select Filters.
   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.
4. To mark a task complete, from the Actions column, select Mark complete.
5. To view or edit a task:
   1. Select it from the list. Or, select the dropdown ▼, then select View/Edit task.
   2. Make your changes and select Save.
6. To delete a task:
   1. Select the dropdown ▼, then select Delete task.
   2. Select Delete to confirm.