As a center for all things related to work in your company, Intuit Practice Management powered by Karbon is a complete workflow management system. Powered by your processes (checklists or tasks), Intuit Practice Management provides the recipe of what is done, when it is to be done, how it is to be completed, and who is responsible each step.

Task lists can be auto-populated by creating work from templates. They can also be copied from other pieces of work, copied from any document, or created ad-hoc.

If created from a work template, they can be customized for your client by adding/removing steps or creating additional sections without affecting the template they may have been derived from. They can also be reverted back to the template they were originally created from.

Task list components

Tasks in Intuit Practice Management are made up of:

  • Name: Short title descriptions highlighting what is to be done.

  • Descriptions: Detailed information explaining the activity to be completed. Hyperlinks can be added to jump from Intuit Practice Management to other applications or to point to your knowledge base for full walkthroughs of the process step.

  • Due dates: Each step in the checklist can be given a due date.

  • Task assignee: The owner of each step of the process. There can only be one owner for each task. When assigned, Intuit Practice Management will automatically turn the task into a to-do item for the step owner. If you prefer, you can leave a task unassigned.

  • To-do date: When a task is assigned to someone in your team, it will be given a to-do date to indicate when the task should be worked on. If no to-do date is chosen, the to-do date will be the same as the work start date.

In addition, task lists can broken up into task list sections (for sub-processes), and tasks can be tiered to show loose dependencies or sub-tasks. Checklist tasks can even be designated to clients via client tasks embedded within overall checklists.

Best Practice tip:
To-do vs. due dates: For any given to-do in Intuit Practice Management, you can specify a to-do date and a due date. The due date is the date by which the task must be completed. In contrast, the to-do date (used specifically for your To-do list) is used when a) the task needs to be completed earlier or later due to resource or work issues (e.g. vacation) or b) when the start date for the task should be initiated. Learn more about using to-dates in our
Best Practices for To-dos article.

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