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accounts-stawise
Level 1

How to add task?

cannot find how to add tasks
1 Comment 1
AdonL
QuickBooks Team

How to add task?

I've got you covered, accounts-stawise. I'll provide details about adding tasks. 

 

In QuickBooks Online(QBO), you can create tasks so your team always knows what work needs to get done. It'll allow you to manage your time and your business easier. This feature is still in the process of enhancement by our team and is currently available in QBO Advanced for US and Canada users.

 

Here are the steps on how to create a custom task:

 

  1. Go to the Tasks menu.
  2. Choose Add task.
  3. Create a title and set the due date.
  4. In the Assigned dropdown, select the task owner. Note: The user needs to have admin access.
  5. Enter a description in the Notes field(These are the instructions for the task).
  6. Hit Save.

 

Once done, QuickBooks emails a notification to the task owner. Refer to this article to learn more about this feature: Add and review tasks for your team in QBO.

 

If you need further assistance managing your team's tasks, let us know in the comments. We're always here to provide help. Take care!