Intuit Practice Management

Assign an item to yourself, by either selecting your name or by typing in 'Me' when searching through assignee options.

Assign items to yourself

To-do filters let you turn off certain items, ensuring that what you view is a true representation of what you need to work on.

Assigning something to yourself or a colleague will turn it into a to-do item for the assignee.

Sorting your to-do items in Intuit Practice Management powered by Karbon ensures that you can find your most important items first.

Emails, notes, tasks and pieces of work can all be managed as to-do items if they are assigned to someone on your team.

Organize your to-do list and plan each day, by rearranging your items into your customized order of priority.

Intuit Practice Management powered by Karbon notifies you of new to-do items in different ways.

You can change your view in To-do to see all tasks that you have assigned to others on your team.

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