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

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.
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 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.

5. 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.

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.

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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. 

   Enter a Description.
   This forms the body of your email to your client

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   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.

7. Click Tasks on the left.
   All your Open tasks are displayed.

8. Click Create Task.
   The Create task page displays.

9. 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.

10. Enter a Title for the task.
    This title forms the subject of the email that will be sent to your client user. It will also form the title of the task that will be displayed on you Tasks page and the Tasks page of your client.
    Enter a title that is informative for both you and your client.

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

12. 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.

13. Enter a description. This will be the body of the email the users receive. Give them more details concerning the task.

14. 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.
15. 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 _{Image Added} to select a due date.

16. 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.

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.

1. Click Transaction Processing in the top menu bar.

2. 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.

3. Click Create task.
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4. 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.

5. Enter a Description. This will be the body of the email to your clients giving them more details concerning the task.
The Description text box contains a simple rich text editor enabling you to format the email message to your clients. For example, you're able to enter a new line of text, bold text and retain all the formatting.

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