To-do

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

22 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison

Overview

Overview of To-do items

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

Written by Andi Ancheta
Updated over a week ago

Video overview of To-do

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.

Written by Andi Ancheta
Updated over a week ago

Overview of To-do periods

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.

Written by Andi Ancheta
Updated over a week ago

How-tos

Assign items to yourself

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

Written by Erin Jamison
Updated over a week ago

Filtering your to-do list

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.

Written by Ian Vacin
Updated over a week ago

Add a to-do item

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

Written by Andi Ancheta
Updated over a week ago

Sorting your to-do list

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

Written by Andi Ancheta
Updated over a week ago

Assign a to-do item

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

Written by Andi Ancheta
Updated over a week ago

Drag & drop to reorder to-do items

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

Written by Ian Vacin
Updated over a week ago

To-do notifications

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

Written by Andi Ancheta
Updated over a week ago

Viewing to-do items you have assigned to others

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

Written by Andi Ancheta
Updated over a week ago

FAQs

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

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

Written by Ian Vacin
Updated over a week ago

Can I bulk update my To-do?

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

Written by Ian Vacin
Updated over a week ago

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

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

Written by Andi Ancheta
Updated over a week ago

Which to-do period will an item appear in?

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

Written by Andi Ancheta
Updated over a week ago

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

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.

Written by Andi Ancheta
Updated over a week ago

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

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

Written by Andi Ancheta
Updated over a week ago

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

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

Written by Andi Ancheta
Updated over a week ago

Can I reassign a to-do item?

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

Written by Andi Ancheta
Updated over a week ago

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

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

Written by Ian Vacin
Updated over a week ago

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

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

Written by Ian Vacin
Updated over a week ago

How do I delete a to-do item?

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

Written by Andi Ancheta
Updated over a week ago