Intuit Practice Management

Overdue to-do items will remain on your to-do list until they are completed.

Why does my 'Today' to-do period have items with older to-do dates?

You can make changes to entire sections of your to-do list with one action.

You can determine if you have any hidden to-do items by leveraging your filtering option.

To-do items are assigned periods when they are created, which can also be automatically updated as time passes.

You can have visibility across to-do lists, allowing you to see who is working on what today, and what they have coming up next.

There are a number of dates and statuses that are applied to a to-do item, all playing an important role.

You can then change the status of a to-do item from the options menu that becomes visible when hovering over the item.

Reassign to-do items as many times as you want.

Only emails that are visible on timelines and public contacts will be public on your to-do list.

Only one person is accountable for a single to-do item.

Rather than delete items directly from your to-do list, you delete the underlying item they stem from.