Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
div
classinternalnote

Do not delete this page - MYOB Practice and MYOB Academy navigate to it

HTML Wrap
classcol span_3_of_5

You can create tasks for a client if you:

 

Tasks and documents

NZ only. Coming soon for AU

Creating a task lets you send a document straight from MYOB Practice to a client for viewing in their portal. You can attach documents and add some instructions for the client. The client will be notified immediately by email that you have shared something with them, and they’ll sign in their portal to view the document you published.

Creating tasks

UI Expand
titleCreating a task for one client
  1. 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 MYOB Practice, Accountants Office or Accountants Enterprise.
  2. Click Create task.
  3. Select the client. Only clients who you’ve already set up a portal for appear in the list.
  4. Select the full-access users that you want to assign the task to. These users are :
    • A full-access user, part of the client’s portal setup. If the user you want to assign the task to doesn’t appear
    you’ll need to
    • , cancel the task and create them first.
    You can assign the task to
    • Optionally, a contributor as well, such as the client’s bookkeeper. If the contributor isn’t listed, you can add them now by clicking Add other contributors.
  5. Select who in your practice should appear to be as the sender of the task to the client.

    Image RemovedImage Added
    If you didn’t specify a default 'Send as' user in the client’s portal settings, your name will be selected by default. If you need to change the selected person, click the X and select a practice user. That way the client will address the correct practice user when replying to the task.

  6. 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.

    Image RemovedImage Added
    If you didn’t specify a default practice user in the client’s portal settings, only your name will appear herein the Notify list section. You can include other users who should be notified for any activity by clicking Add someone to notify. You should include the task sender (the person selected in the Send as section) as a minimum. 

    UI Text Box
    typetip

    You can include the practice alias as the task sender and also add it to the Notify list. Learn how to set up a practice alias.

  7. 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 Tasks page and the Tasks page in your client’s portal.
  8. Enter a description. This will be the body of the email the users receive. Give them more details concerning the task.

    Drag one or more files into
  9. In the Files
  10. box to attach documents relevant to the task that you want to share with the users, or click browse for files to find files on your computer
  11. area, add any documents you want to include in the task. To include a document saved to your computer, drag and drop the file or click Upload files. To choose from already-uploaded files, click Select.
  12. 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.
  13. 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 you've assigned them a task.

 

UI Text Box
typetip

You can also create a general task for one or more clients straight from the Transaction processing page. See the procedure below for step-by-step instructions.

UI Expand
titleCreating a task for multiple clients

You can create a ' bulk task ' from the Transaction processing page when you want to send several clients a generic checklist of information and documents you'll need for their next tax return.

UI Text Box
typenote

When you create a task from the Transaction processing page:

  1. Click Transaction Processing in the top menu bar.

  2. Select all the clients you want to assign the same task to.

Image Removed
  1. Image Added
    Remember that the clients must be linked to their files, and already have client portals.

  2. Click Create task.

Image Removed
  1. Image Added

  2. In the General Task page that appears, enter a Title. This will be the subject of the email that is sent to your clients. It will also be the title that appears on your Tasks page and the Tasks page in your clients' portals.

  3. Enter a Description. This will be the body of the email to your clients giving them more details concerning the task.
  • Add any supporting documents relevant to the task.

     

    1. In the Files area, add any documents you want to include in the task. To include a document saved to your computer, drag and drop the file or click Upload files. To choose from already-uploaded files, click Select.
    2. Enter or select the Due date for the general task to be completed. Enter a date in dd/mm/yyyy format or click the calendar Image Modified icon to select a due date for the general task to be completed.

    3. Click Generate.

    1. An email will be sent to your clients letting them know that you've assigned them a task. The task will also appear on your Tasks > Open tasks page and your clients can view it in their portal's Tasks > Open Tasks page.
    HTML Wrap
    width15%
    classcol span_1_of_5
     
    HTML Wrap
    floatleft
    classcol span_1_of_5
    Panelbox
    namemagenta
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    Set a task as complete

    Reopen a completed task

    Delete a task