Intuit Practice Management

Discover some best practices for using Triage to deal with your email more efficiently and ensure that nothing slips through the cracks.

Best Practices for Triage

Learn some advanced task-management tips for To-do, to efficiently manage what you are working on today, and plan what's coming up next.

Find out how you can use Work and Kanban to manage all of the work going on throughout your company.

Learn about templates, work types, custom statuses to standardize your firm.

Save time and work more efficiently by learning best practices for Automators.

Personalize pre-populated Templates to ensure a consistent approach to workflow management, and advanced techniques with Client tasks.

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