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You can create tasks in Practice Online:

  • from the Tasks page, or
  • when selecting clients on the Accounting dashboard.

Prerequisites to creating tasks

You can create tasks for a client in MYOB Practice Online if you:

How to create a general task

Creating tasks from the Tasks page
  1. Click the Tasks option in the side navigation.
    On the Tasks page you can create tasks, and view open and completed tasks that were created in Practice Online, Accountants Office or Accountants Enterprise.
  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 full-access users that you want to assign the task to. These users are part of the client’s portal setup. If the user you want to assign the task to doesn’t appear you’ll need to cancel the task and create them first.
  5. You can assign the task to 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.
  6. 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.

  7. 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

  8. 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.
  9. Enter a description. This will be the body of the email the users receive. Give them more details concerning the task.
  10. Click Choose File or Browse to attach a document relevant to the task that you want to share with the users. The maximum file size for a document that you can attach to a task is 18MB.
  11. 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 to select a due date.
  12. Click Create task.
    A task is created on your Tasks > Open tasks 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.

Creating tasks from the Accounting dashboard

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.

 

  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 files, 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.
    An email will be sent to your clients letting them know that you've assigned them a task. The task will also appear on your Tasks > Open tasks page and your clients can view it in their portal's Tasks > Open Tasks page.

Note that when you create a task from the Accounting dashboard, the default "Send as" and "Notify list" options selected in each client's portal will be applied.