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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 MYOB 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.

 

Creating tasks from the Accounting dashboard
  1. Click Accounting on the left of MYOB Practice Online to display the Accounting dashboard.

  2. Select all the clients you want to assign the same task to.



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

  3. Click Create task.

  4. In the Create tasks page that appears, enter a Task name.
    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.

  6. 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 icon to select a due date for the general task to be completed.

  7. Attach any supporting documents relevant to the task by clicking Add attachment.

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

  8. Click Create task.
    A task is created on your Tasks > Open tasks page and on your clients' Tasks > Open Tasks page.
    An email will be sent to your clients letting them know that you've assigned them a task.
Creating tasks from the Tasks page
  1. Click Tasks on the left of MYOB Practice Online to display all your open tasks.

  2. Click Create Task.

  3. 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.

  4. Select who in your practice should appear to be the sender of the task to the client.

    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.

  5. 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.

    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.

    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

  6. 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 your Tasks page and the Tasks page of your client.
    Enter a title that is informative for both you and your client.

  7. Enter a Description.
    This forms the body of your email to your client giving them more details concerning the task.
  8. Attach any supporting documents relevant to the task by clicking Browse.

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

  9. 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 icon to select a due date for the general task to be completed.
  10. Click Create task.
    An email will be sent to your client letting them know that you've assigned them a task. The task will also appear on your Tasks > Open tasks page and your client can view it in their portal's Tasks > Open Tasks page.