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When you need a client to do something, or your need information from them, you can create a task.

For example, you might create a task when you want to send them a document to review, or to request source documents for transactions you're coding in their file.

When you can create a task, the details and any attachments will be listed in the client's portal, and they'll receive an email notification. When they complete the task, or add comments, you'll receive a notification.

Tasks enable you to include your clients into your practice workflows, thereby simplifying and improving your relationship.

Keep track of tasks

The Tasks page displays a list of all the tasks that have been created for your clients.

Click Tasks to ...

View your open tasks

Click Open tasks. All your open tasks are listed.
Any outstanding tasks are identified with a grey icon. Any overdue tasks are identified with a red icon.

If you have resent a task as a reminder, the alarm icon will appear for the task. Hover over it to see the date and time it was last resent.

View your completed tasks

Click Completed tasks.

View more information about a task

Click on a task from the list. You'll be directed to another page where all the details - task information, signees (if appropriate), activity and any attached files associated with the task are displayed.
To return to the Tasks page from the Tasks details page, you can do one of the following:

Click your browser back button.
Click Back on the Tasks details page.
Click Tasks on the left.

Task status icons

	An outstanding approval task that isn't overdue.
	A completed approval task with a future due date.
	An approval task (whether outstanding or completed) with a due date that has passed.
	An outstanding general task that isn't overdue.
	A completed general task with a future due date.
	A general task (whether outstanding or completed) with a due date that has passed.