Some of these changes will carry over to all future work in the schedule, while other changes may only affect the current piece of work.
Work tasks will be created for a scheduled piece of work two weeks ahead of its start date. These tasks will be replicated from the work item immediately preceding it in the schedule. Additionally, if you click on the task section for any future work, Intuit Practice Management powered by Karbon will assume you are ready to work on it and will adopt the checklist from the previous work item at that point.
If the future tasks have not yet been created, the following changes will be carried over to future work:
Tasks
Task names
Task descriptions
Due dates (Intuit Practice Management will recognize the due date as x days after the start date)
Assigned to
New tasks
Subtasks
Client tasks
Client task due dates
Client task descriptions
Details section
Description
Client-owner
Work team
Other contacts involved
Privacy settings
Changing any of these items on a piece of work will only affect the current piece of work:
Work item name
Status
Assignee
Start date
Due date
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