Intuit Practice Management

Frequently asked questions about the calendar feature for Intuit Practice Management powered by Karbon

Calendar General Questions

Wayne Daley

Erin Jamison

My Week

My Week gives visibility to all the items that you’re responsible for and gives you the ability to decide what should be your next priority.

My Week Overview

Overview

You can view who's working on a work item by viewing that item in your 'My Week' view.

Viewing who's currently working on a work item

The calendar integration added to My Week allows you to manage your meetings and events without leaving Intuit Practice Management

Using your Calendar in 'My Week'

You can add an email or note to My Week by going into the information tray for that item and pressing 'Plan for This Week'

Adding Emails or Notes to My Week

If your My Week list has grown too long, use filtering and bulk actions to regain control.

Reorganize My Week

You can easily move a card by using the drag and drop functionality in My Week.

Moving a work card

Identify the items that you would like to look at or work on by using the smart filters available.

Filtering work items in My Week

Organize your time and priorities with the My Week feature.

Start using My Week

My Week gives you a quick overview of work, emails and notes that you need to focus on this week.

Manage your work in My Week

Work is automatically added to My Week for the work assignee and team members who have tasks or budgets assigned to them.

Adding a work item to My Week

You can remove an email or note from My Week by opening up that item's information tray and clicking 'Remove'

Removing an item from My Week

How-To

If you'd like to change the week you'd like your work planned in, you can change this in multiple places.

How do I change the week I would like to plan my week in?

You can complete tasks directly from My Week rather than going into the work item to complete.

Can I complete tasks in My Week?

Find out who has access to your 'My Week' and how you can grant or remove access

Who can see My Week?

You can turn off the Colleague's View within your Profile.

How can I prevent others from seeing My Week?

The numbers in Colleague's Week represent the number of items that are in their My Week. If an item is hidden you will not have access.

My Colleague's Week says they have a certain amount of items assigned to them but I can't see them all

When a user turns off the Privacy setting in their profile, this removes access for everyone else from seeing the items in their My Week.

Why can't I see my Colleague's Week?

Only each user is able to turn on this setting for themselves.

Can I turn on my Colleague's Week?

You can view the work items on your Colleague's My Week by viewing the work they're associated with in the work view or the work item.

See my colleagues 'My Week'

'To Plan' contains all the items that have been added to your My Week but have not yet been given the date you wish to begin the work.

What is 'To Plan'?

The work card gives you a quick snapshot of an item in My Week, whereas the work overlay gives a more detailed summary of that item.

What is the difference between a Work Card and a Work Overlay?

Marking an item as done in My Week will not affect the actual item.

When I mark something as Done in My Week does that complete the actual item?

You can update your Repeat Settings of your work items to automatically add to My Week for all associated team members to that work.

How can I get repeating work to automatically appear in My Week?

My Week deals with your involvement on an entire work item while To-Do's focuses on Work Item tasks assigned to an individual.