Intuit Practice Management Help Center
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To-do
To-do
See and prioritize what you are working on, from notes to emails, checklist items and work; all in one place.
Ian Vacin avatarAndi Ancheta avatarErin Jamison avatar
By Ian and 2 others3 authors22 articles

Overview


Overview of To-do items
Video overview of To-do
Overview of To-do periods

How-tos


Assign items to yourself
Filtering your to-do list
Add a to-do item
Sorting your to-do list
Assign a to-do item
Drag & drop to reorder to-do items
To-do notifications
Viewing to-do items you have assigned to others

FAQs


Why does my 'Today' to-do period have items with older to-do dates?
Can I bulk update my To-do?
How do I know when some to-do items are hidden?
Which to-do period will an item appear in?
How do I see a colleague's to-do list?
What is the difference between due date, to-do period, status & last activity?
How do I change the status of a to-do item?
Can I reassign a to-do item?
If I add a private email to my to-do list, will my colleagues see it?
How many people can a to-do item be assigned to?
How do I delete a to-do item?
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