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

  • Click Accounting on the left of MYOB Practice Online to display the Accounting dashboard.

  • Select all the clients you want to assign the same task to.
    Image Removed
    Click Create task.
    Image RemovedIn the Create tasks page that appears, enter a Task name.
    This

     

    HTML Wrap
    classcol span_3_of_5
    UI Text Box
    typetip

    New! Now you can create general tasks from the Accounting dashboard, and send the same task to several clients at once. See "Creating tasks from the Accounting dashboard" below. 

    Image Removed

     

    Create general tasks for your clients to inform them of outstanding information you need, or remind them of activities they have to do. You can also attach any documents, if you need to.When you create a general task, your client will be notified by email that there's a task waiting for them to action.

    Prerequisites to creating

    tasks

    You can create tasks for a client in MYOB Practice Online if you:

    How to create a general task

    You can create tasks in Practice Online:

    • when selecting clients on the Accounting dashboard, or
    • from the Tasks page.

    An advantage of creating tasks from the Accounting dashboard is that you can assign the same task to multiple clients in one go.

    For example, it's easy to create a "bulk task" from the Accounting dashboard when you want to send several clients a practice newsletter, or a generic checklist of information and documents you'll need for their next tax return. The task will be assigned to all "full access users" of the client portals.

     

    UI Expand
    titleCreating tasks from the Accounting dashboard
    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 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.
    5. You can assign the task to 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.
    6. Select who in your practice should appear to be the sender of the task to the client.

      Image 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.

    7. 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 Added
      If you didn’t specify a default practice user in the client’s portal settings, your name will appear here. 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

    8. Give the task a title. This title will be the subject of the email that is sent to your clientthe users. It will also be the task title that appears displayed on your Tasks page and the Tasks page in your client's client’s portal.Image Removed
    9. Enter a Descriptiondescription.
      This will be the body of the email to your client giving the users receive. Give them more details concerning the task.
    10. Drag one or more files into the Files 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. Enter or select the Due due date for the general task to be completed. Enter a date in dd/mm/yyyy format or click the calendar Image Removed icon Image Added to select a due date for the general task to be completed.
    12. Attach any supporting documents relevant to the task by clicking Add attachment.

      UI Text Box
      typenote

      The maximum file size for a document that you can attach to a task is 18MB.

    13. Click Create task.
      A task is created on your Tasks > Open

      tasks

      page and on

      your

      the client's Tasks > Open

      Tasks

      tasks portal page.


      An email

      will be

      is sent to

      your client

      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.

    Tasks page
    ui-expand
    titleCreating tasks a task for multiple clients
  • Click Tasks on the left of MYOB Practice Online to display all your open tasks.

  • Click Create Task.

  • Select the client and the user within the portal who will be assigned the task.
    Once you've selected your client, only the particular users of the client portal will be available for selection in the Assign to field.

  • Enter a Title for the task.
    This title forms

    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 Added

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

    3. Click Create task.

      Image Added

    4. In the General Task page that appears, enter a Title. This will be the subject of the email that

    will be
    1. is sent to your

    client user
    1. clients. It will also

    form
    1. be the title

    of the task that will be displayed
    1. that appears on your Tasks page and the Tasks page

    of
    1. in your

    clientEnter a
    1. clients' portals.

    2. Enter a
    title that is informative for both you and your client.
    1. Description.

    1. This
    forms
    1. will be the body of
    your
    1. the email to your
    client
    1. clients giving them more details concerning the task.
    Attach

    1. Add any supporting documents relevant to the task.

    Click Choose File to browse and select the document.
    UI Text Box
    typenote

    The maximum file size for a document that you can attach to a task is 18MB.

    1.  

    2. Enter or select the Due date for the general task to be completed.


    1. Enter a date in dd/mm/yyyy format or click the calendar

    Image Removed
    1. Image Added icon to select a due date for the general task to be completed.

    2. Click
    Create task.
    A task is created on your Tasks > Open tasks page and on your client's Tasks > Open Tasks page.
    1. Generate.
      An email will be sent to your
    client
    1. 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
    namepurplemagenta
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    Setting Set a task as complete

    Reopening Reopen a completed task

    Deleting Delete a task