Intuit Practice Management

When a document or folder is removed in your Document Management System this will also be disconnected from the Connected Folder tab.

If a document or folder is removed in Dropbox or OneDrive (inc Sharepoint), will this be removed in my account?

If the work item you are searching for is not appearing, you should check if that item's work status is chosen to show in results.

Due dates and start dates are not time zone specific for teammates across multiple time zones.

You are provided with tools and information to make sure you don't do things that another team member has already done.

Capacity per week is the hours a team member is available per week.

'Also working on' shows all work items that a colleague is involved in but not directly assigned.

You can change the start date of a work item by clicking 'Due' in the work header.

The Colleagues Involved work filter will show all the work items that selected colleagues are working on (not just work they're assigned).

From the piece of work select the (...) and Change client. You will then be able to change the contact that is associated with the Work.

Cards on your Kanban board represent individual work items—giving you their most useful information.

When you create a new workflow status, you will need to apply it to the work types you want to use it for.

Yes you can restore emails, but not notes.