Task details

https://help.myob.com/wiki/x/4ROEAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Details of a task can be accessed by selecting a task in either the Open tasks or Completed tasks of your Tasks page. The Tasks details page contains all the detailed information regarding a task, such as the:

Name of the task	For a task associated with the digital approval of documents, this is the text that you entered in the Title field of the Publish to Portal page when you published your documents. For a general task, this is the text that you entered in the Title field of the Create task page.
Attached document	A list of documents that are attached to the task. The documents can be opened from here by clicking on a document and viewing it in your PDF viewer.
Task Information	Listed in this section are the task's properties: status of the task the client the task is assigned to the client portal the task is assigned to when the task was created and by whom the date the task is due to be completed task code.
Signees	If the task is associated with the digital approval of documents, then the clients who have been assigned to approve the documents are listed. For each client, the task status is listed to the right of the client's name.
Activity	All the comments associated with the task - made by either you or your client are listed here in chronological order. Any files that have been attached as part of a comment are also listed and can be viewed. Scroll to the bottom of the Tasks details page so that you can enter a comment, attach a file (if appropriate) and click Add comment.