https://help.myob.com/wiki/x/MLTMAQ

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Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal. You can track the status of tasks in Practice Online.

Some practices create tasks to send newsletters or other general information to their clients that don’t require a response.

How tasks work

1. You create a task for your client >

2. Your client receives an email notification >

3. The client adds the requested information to the task from their portal >

4. You’re notified that the task is done >

5. You mark the task complete, or request additional information.

How to create a task

To send your clients a question, notification or document, go to the Tasks section of Practice Online and create a general task for them. You can also create general tasks from the Accounting dashboard.

See Creating a general task.

When you publish a document that requires approval (using a digital signature) from your MYOB Accountants Office or MYOB Accountants Enterprise software, an approval task will be created automatically for you. You can track the document approval status and mark the task as complete when everyone has signed the document.

See Send documents to your client for digital approval.

Keep track of tasks

The Tasks page displays a list of all the general and approval tasks that have been created for your clients. You can filter the list to help you find the tasks you want.

Here’s a guide to the icons you’ll see in the Tasks page:

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.