Intuit Practice Management

Discover a technique to manage occasions when more than one person needs to work concurrently and independently on a work item.

How can a work template manage parallel workflows?

A technique for when more than one person needs to work concurrently and independently on a work item.

Avoid a manual resend of client tasks by pre-setting additional reminders to send automatically.

Intuit Practice Management powered by Karbon includes five main workflow statuses, which cannot be edited.

All work flow statuses will be available for selection.

Default Work types exist in Intuit Practice Management powered by Karbon to allow a structure to build your work off of based on work type.

If you change the work type on a piece of work and the new work type statuses are different it will default to the top level status.

You can apply a work type in bulk to affect multiple work items if you apply it to a recurring piece of work.

Once created, a Tasklist Automators will display in red or orange if there are any issues with it.

If you are trying to assign a task, email or note a certain status, but it isn't available, check your Task Status settings.

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