Just these help pages, not phone support or the product itself
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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.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.
When you publish a document that requires approval (a digital signature) using 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.
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: