Add a to-do item

Assigning something to yourself or a colleague will turn it into a to-do item for the assignee.

Leigh Schlobohm avatar
Written by Leigh Schlobohm
Updated over a week ago

For an email, note, task or piece of work to display in someone's to-do, it must first be assigned.


You can add an email to your to-do list by assigning the email to yourself (from Triage or any timelines within Intuit Practice Management powered by Karbon). You can add an email to a colleague's to-do list by assigning the email to them. It will appear in the to-do period based on the to-do date you identify.


You can add a note to a to-do list by creating it from the global add menu, and assigning it to someone. You can also add a note by going to the person's to-do list and selecting Add a note.

The note will become a to-do item if it is assigned to yourself or to a colleague. If the note is attached to a piece of work or a contact but has no assignee, it will not appear on anyone's to-do list.


Every time you add a piece of work, it will automatically appear on their to-do list of the assignee. Initially, it will appear in the period that the work start date falls in. 


When a task is created and assigned to you, it will appear in your to-do list. It will fall in the to-do period that the related work start date falls in. Or, you can choose a to-do date for the item, which will cause the item to display in that correlating to-do period.

Did this answer your question?