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

New! Now you client portal.
Click Create task.

Image RemovedIn the Create tasks page that appears, enter a Task name.
This

You can create

general tasks from the Accounting dashboard, and send the same task to several clients at once.

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See "Creating tasks from the Accounting dashboard", below.

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 use MYOB Accountants Office or MYOB Accountants Enterprise
have set up a portal for the client
have linked the client to their business (only required if creating tasks from the Accounting dashboard).

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.

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.

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Remember that the clients must be linked to their business, and already have a

tasks for a client if you:

have set up a portal for the client
have linked the client to their file (only required if creating tasks from the Transaction processing page).

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

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title	Creating tasks from the Accounting dashboard

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title	Creating a task for one client

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.
Click Create task.
Select the client. Only clients who you’ve already set up a portal for appear in the list.
Select the users that you want to assign the task to:
- A full-access user, part of the client’s portal setup. If the user you want to assign the task to doesn’t appear, cancel the task and create them first.
- 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.
Select who in your practice should appear as the sender of the task to the client.
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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.
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.
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If you didn’t specify a default practice user in the client’s portal settings, only your name will appear in 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.
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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.
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.
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Enter a
Description
description.

This will be the body of the email
to your client giving
the users receive. 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 saved 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 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.
Attach any supporting documents relevant to the task by clicking Add attachment.
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The maximum file size for a document that you can attach to a task is 18MB.
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.

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

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.

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

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_{Image Added}icon to select a due date for the general task to be completed.

Click

Create task.
A task is created

Generate. 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

on your client

your clients can view it in their portal's Tasks > Open Tasks page.

An email will be sent to your client letting them know that you've assigned them a task.

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title	Creating 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.

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When you create a task from the Transaction processing page:

the default Send as and Notify list options selected in each client's portal will be applied. You can choose others in your practice to notify by clicking Add someone to notify.
if you haven’t specified 'bulk task assignees' in a portal, the task will be assigned to all full access users of the client portals.

Click Transaction Processing in the top menu bar.
Select all the clients you want to assign the same task to.
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Remember that the clients must be linked to their files, and already have client portals.
Click Create task.
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In the General Task page that appears, enter a Title. This will be the subject of the email that

will be

is sent to your

client user

clients. It will also

form

be the title

of the task that will be displayed

that appears on your Tasks page and the Tasks page

of

in your

client

clients' portals.
Enter a

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

Description.

This

forms

will be the body of

your

the email to your

client

clients giving them more details concerning the task.

Attach any supporting documents relevant to the task.
Click Choose File to browse and select the document.

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Setting Set a task as complete

Reopening Reopen a completed task

Deleting Delete a task

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Versions Compared

Old Version 18

New Version 65

Key

Prerequisites to creating tasks

How to create a general task

Tasks and documents

Creating tasks

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