Create a general task

You can create tasks for a client if you:

have set up a portal for the client
have linked the client to their file (only required if creating tasks from the Client files page).

Tasks and documents

Creating a task lets you send a document straight from MYOB Practice to a client for viewing in their portal. You can attach documents and add some instructions for the client. The client will be notified immediately by email that you have shared something with them, and they’ll sign in to their portal to view the document you published.

Creating tasks

Creating a task for one client

Click Tasks in the top menu bar. On the Tasks page you can create tasks, and view open and completed tasks that were created in MYOB Practice.
Click Create task.
Select the client. Only clients who you’ve already set up a portal for appear in the list.
Select the users that you want to assign the task to:
- A full-access user, part of the client’s portal setup. If the user you want to assign the task to doesn’t appear, cancel the task and create them first.
- Optionally, 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.
Select who in your practice should appear as 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.
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, only your name will appear in the Notify list section. 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.

If you regularly reuse the same text in task emails, you can save time by using one of your practice's task templates to automatically fill in the Title and Description fields. Just click Apply a template.
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.
Enter a description. This will be the body of the email the users receive. Give them more details concerning the task.
In the Files area, add any documents you want to include in the task. To include a document saved to your computer, drag and drop the file or click Upload files. To choose from already-uploaded files, click Select.
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.
Click Create task. A task is created on your Tasks > Open 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.
You can also create a general task for one or more clients straight from the Client files page. See the procedure below for step-by-step instructions.

Creating a task for multiple clients

You can create a bulk task from the Client files page when you want to send several clients a generic checklist of information and documents you'll need for their next tax return.

When you create a task from the Client files page:

the default Send as and Notify list options selected in each client's portal will be applied. You can choose others in your practice to notify by clicking Add someone to notify.
if you haven’t specified 'bulk task assignees' in a portal, the task will be assigned to all full access users of the client portals.

Click Client files in the top menu bar.
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.
Click Create task.
In the General Task page that appears, enter a Title. 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.
Enter a Description. This will be the body of the email to your clients giving them more details concerning the task.
In the Files area, add any documents you want to include in the task. To include a document saved to your computer, drag and drop the file or click Upload files. To choose from already-uploaded files, click Select.
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.
Click Generate. 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.