Intuit Practice Management

Ian Vacin

Andi Ancheta

Erin Jamison

See and prioritize what you are working on, from notes to emails, checklist items and work; all in one place.

To-do

A to-do item is any task, big or small, that you are responsible for completing.

Overview of To-do items

Learn how you can use To-do to manage all of your tasks, big and small, plan what you're working on today, and see what's coming up next.

Video overview of To-do

To-do items are sorted into different periods to help you see what you need to work on now, and what's coming up next.

Overview of To-do periods

Overview

Assign an item to yourself, by either selecting your name or by typing in 'Me' when searching through assignee options.

Assign items to yourself

To-do filters let you turn off certain items, ensuring that what you view is a true representation of what you need to work on.

Filtering your to-do list

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

Add a to-do item

Sorting your to-do items in Intuit Practice Management powered by Karbon ensures that you can find your most important items first.

Sorting your to-do list

Emails, notes, tasks and pieces of work can all be managed as to-do items if they are assigned to someone on your team.

Assign a to-do item

Organize your to-do list and plan each day, by rearranging your items into your customized order of priority.

Drag & drop to reorder to-do items

Intuit Practice Management powered by Karbon notifies you of new to-do items in different ways.

To-do notifications

You can change your view in To-do to see all tasks that you have assigned to others on your team.

Viewing to-do items you have assigned to others

How-tos

Overdue to-do items will remain on your to-do list until they are completed.

Why does my 'Today' to-do period have items with older to-do dates?

You can make changes to entire sections of your to-do list with one action.

Can I bulk update my To-do?

You can determine if you have any hidden to-do items by leveraging your filtering option.

How do I know when some to-do items are hidden?

To-do items are assigned periods when they are created, which can also be automatically updated as time passes.

Which to-do period will an item appear in?

You can have visibility across to-do lists, allowing you to see who is working on what today, and what they have coming up next.

How do I see a colleague's to-do list?

There are a number of dates and statuses that are applied to a to-do item, all playing an important role.

What is the difference between due date, to-do period, status & last activity?

You can then change the status of a to-do item from the options menu that becomes visible when hovering over the item.

How do I change the status of a to-do item?

Reassign to-do items as many times as you want.

Can I reassign a to-do item?

Only emails that are visible on timelines and public contacts will be public on your to-do list.

If I add a private email to my to-do list, will my colleagues see it?

Only one person is accountable for a single to-do item.

How many people can a to-do item be assigned to?

Rather than delete items directly from your to-do list, you delete the underlying item they stem from.