To create a list of tasks,

  • Click on the Tasks tab

  • Click on Add Item to add a new Task

  • hitting Enter/ Return will add more items.

Clicking on any Task will expand further options for you to edit each item. Give task items a description, owner, due date or even a to-do date (sometimes used to specify a task start date).

Is your checklist getting long? Break it up into sections. Just click Add Section and give it a title. We recommend breaking up your task lists into sections of five to nine task items and/or when a different task owner is to take ownership of the process.

Clicking on the Options menu "..." will allow you to action items in bulk.

Further reading:
Copying task lists from outside of Intuit Practice Management
Copying a task list from within Intuit Practice Management
Arrange and reorder Tasks

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