Create tasks

Contents

Introduction
Set up clients
Set up portals
Create tasks

Share documents securely with your clients

Now you can share documents with a client by assigning them a task, and even set a due date by which you want them to reply. When the client signs in to their portal, they can see all outstanding tasks, download the documents you've sent them, and reply securely.

Create tasks

To create a general task

  1. Click Tasks on the left of MYOB Practice Online to display all your open tasks (or if you're using the new navigation, click Tasks in the top menu bar).
  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.
  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.
You can track a task’s history and comments sent or received in the Tasks page in Practice Online. After the task is complete you can close it by clicking the Mark as complete button in the task’s detail page.