Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML Wrap
classcol span_3_of_5

You're able to communicate with your clients about a task by writing extra comments within the task. If you want to give a client further instructions or information about a task you’ve already assigned, you can add comments to the task.

A history of all the comments that have been posted by your you and your client(s) for a particular task are kept in the Activity section of the Tasks details page.


  • Access MYOB Portal.

  • UI Expand
    expandedtrue
    titleInstructions
    UI Text Box
    typetip
    You can access MYOB Portal in 2 ways:

    - directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have AO). Bookmark the page for easy access in the future.
    or
    - clicking Image Removed on the toolbar of your desktop version of MYOB AE or MYOB AO.

    Go to the Tasks details page for the particular task.
    How to leave comments
    1. Go to the Task details page. You can do this by

    :Clicking a task on
    1. clicking a task on the Tasks page

    .
    1. or

    Clicking
    1. clicking the task status icon associated with a document on the Documents page.

    2. Scroll to the bottom of the

    Tasks
    1. Task details page.

    2. Enter your comment in the text box

    located at the bottom of the page
    1. .


    1. You can enter up to

    5000
    1. 5,000 characters for your comment.

    The text box contains a simple rich text editor enabling you to format the comment to your clients. For example, you're able to enter a new line of text, bold text and retain all the formatting.
    1. If you have

    any
    1. additional

    information
    1. files that

    supports
    1. support your comment,

    select Choose Files
    1. drag them into the Files box to attach

    any files
    1. the required files, or click browse for files to find the files on your computer.

    2. Click Add comment.


    1. An email will be sent to your client letting them know that you

    've
    1. have added a comment to the task, including any attached files.

    HTML Wrap
    width15%
    classcol span_1_of_5
     
    HTML Wrap
    floatleft
    classcol span_1_of_5

    What can I do in my portal?

    Topic 2

    Topic 3
    Panelbox
    namegreenmagenta
    titleRelated topics
    HTML Wrap
    classsidebarlinks
    In this section

    Children Display
    alltrue
    pageTasks

    Image AddedMYOB Practice home