Intuit Practice Management

Your account comes pre-populated with default task types.

Task type defaults

Go to Settings > Task Types and click on Add Task Type, and name the new task type.

Intuit Practice Management powered by Karbon allows you to customize the way your team works with Workflows Settings.

Go to Settings > Work types click on Add work type, and name the new work type.

Adding custom workflow statuses lets you tailor your job pipeline to your company's needs.

Your account comes pre-populated with default work types

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