- Click Tasks in the top menu bar. On the Tasks page you=
can create tasks, and view open and completed tasks that were created in M=
YOB Practice.
- Click Create task.
- Select the client. Only clients who you=E2=80=99ve already set up a por=
tal for appear in the list.
- Select the users that you want to assign the task to:
- A full-access user, part of the client=E2=80=99s portal setup. If the u=
ser you want to assign the task to doesn=E2=80=99t appear, cancel the task =
and create them first.
- Optionally, a contributor as well, such as the client=E2=80=99s bookkee=
per. If the contributor isn=E2=80=99t listed, you can add them now by click=
ing Add other contributors.
Select who in your practice should appear as the sender of the task =
to the client.
If you didn=E2=80=99t specify a default Send as user in the client=E2=80=99s portal settings, your name will be selecte=
d by default. If you need to change the selected person, click the X and se=
lect a practice user. That way the client will address the correct practice=
user when replying to the task.
Select who in your practice needs to be notified when a client adds =
a comment to the task, or approves a document attached to the task.
<=
span class=3D"confluence-embedded-file-wrapper">
If you didn=E2=80=99t specify a default practice user in the client=E2=80=
=99s portal settings, only your name will appear in the Notify list=
section. You can include other users who should be notified for a=
ny activity by clicking Add someone to notify. You should =
include the task sender (the person selected in the Send as section) as a minimum.
=20
You can include th=
e practice alias as the task sender and also add it to the Notify=
strong> list. Learn how to set up a practice alias.
=20
If you regularly r=
euse the same text in task emails, you can save time by using one of your p=
ractice's t=
ask templates to automatically fill in the Title and <=
strong>Description fields. Just click Apply a template ().
- Give the task a title. This title will be the subject of the email that=
is sent to the users. It will also be the task title displayed on your Tas=
ks page and the Tasks page in your client=E2=80=99s portal.
Enter a description. This will be the body of the email the users re=
ceive. Give them more details concerning the task.
- In the Files area,=
add any documents you want to include in the task. To include a document s=
aved to your computer, drag and drop the file or click Upload files=
. To choose from already-uploaded files, click Select.
- Enter or select the due date for the task to be completed. Enter a date=
in dd/mm/yyyy format or click the calendar icon =
to select a due date.
Click Create task. A task is created on your Tasks > Open page and on the client's Tasks > Open tasks portal page. An email is =
sent to the users and collaborators you selected, letting them know that yo=
u've assigned them a task.
You can also creat=
e a general task for one or more clients straight from the Transact=
ion processing page. See the procedure below for step-by-step inst=
ructions.