Client tasks

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Ian Vacin avatar Andi Ancheta avatar
34 articles in this collection
Written by Ian Vacin and Andi Ancheta
How-tos

Sending Client Tasks

You can manually send your Client Tasks, or schedule them to send automatically.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Choosing who your client task emails come from

Select who on your team a client task email will be sent from.
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Written by Andi Ancheta
Updated over a week ago

Client task emails

You can edit the text and other aspects of the email that is sent containing your client tasks.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Editing a client task email

Edit your client task emails to suit your firm's own personality and style.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Client Task reminders

Set up automatic reminders so that you and your team don't need to waste time chasing clients.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Client task email placeholders

Customize client task emails and reminder emails using placeholders that will auto-populate with specific text.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Resend Client Tasks

Client Tasks can be resent to update the client contact, emails or reminder settings.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Client tasks custom reminders

Customize the frequency that automatic reminders are sent to your clients.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Commenting on client tasks

In Intuit Practice Management powered by Karbon, you or your clients can comment on individual Client Tasks to communicate in context.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Adding your company logo for client tasks

Add your company logo so that it appears on screen when your clients access their tasks.
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Written by Andi Ancheta
Updated over a week ago

Choose when client tasks and reminders auto-send

Client task emails and reminders can be set to auto-send to your clients at a specified time of the day.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Client task PIN

Your clients will be asked to create a PIN when they access their client tasks, which adds an extra layer of security.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Adding client tasks to templates

Your company templates can include client tasks, which will be carried across to any work items created from the template.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Creating work from a template containing client tasks

If your template contains client tasks, there may be an extra step to carry out when you create work from it.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Client tasks on recurring work

Just like all tasks on repeating work, client tasks are copied to the work item ahead of it.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Your client’s experience of client tasks

In Intuit Practice Management powered by Karbon, your clients' experience will be quick and easy to understand.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

What your client sees when you send them client tasks

In Intuit Practice Management powered by Karbon, your clients will be given an experience that is straight-forward and easy-to-use.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

FAQs for clients— Client tasks

Answers to common questions your clients may have about client tasks, in Intuit Practice Management powered by Karbon
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Email template & video to introduce your clients to client tasks

Help your clients get a feel for client tasks with this email template to introduce them to a new way of collaborating with your team.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago
FAQs

What are client tasks?

With client tasks in Intuit Practice Management powered by Karbon, your team will never spend time chasing clients again.
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Written by Andi Ancheta
Updated over a week ago

Client Task reminder limits

Client Task reminders are limited to five to avoid your emails being blocked by SPAM filters.
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Written by Andi Ancheta
Updated over a week ago

What time do automatic client task emails send?

You can choose what time of day your client task emails and reminders will auto-send to your clients.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How can I cancel a client task that is scheduled to send?

If a client task is scheduled to send automatically, you can choose to cancel sending.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

If a client has more than one email, can I select which address their Client Tasks send to?

Yes, you can select which email address your client tasks will be sent to.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How can I track outstanding Client Tasks?

You can use tasklist automators, global automators and work filters to track outstanding client tasks.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Are email signatures added to client task emails?

Yes, if you have a signature set up in Intuit Practice Management powered by Karbon.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Can you send client tasks to more than one client?

Separate client task groups can be created and sent to different people.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Who receives notifications of activity on a client task?

If a client takes any action on a client task you have assigned to them, the work owner and the sender of the task will both be notified.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Where do documents uploaded in client tasks go?

Documents uploaded via client tasks are added to the related work item.
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Written by Ian Vacin
Updated over a week ago

Are uploaded documents in client tasks secure?

Client tasks in Intuit Practice Management powered by Karbon, keep any shared files and documents completely secure.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why is my client receiving an error when trying to access their client tasks?

If your client sees, "Sorry that link doesn't work" when trying to access their client tasks, there are a few things to check.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How secure are client tasks?

Client Tasks is a secure way to share and receive information from your clients.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago