Articles in this section

Create a Task from the Mobile Dashboard

  • Updated
  • ~ minute read

Tasks can also be created on the dashboard tab on Mobile. To get started, log in to the mobile app.

What's in this Article

  • Create a Task from the Mobile Dashboard

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Work
  • Licenses: Workflow

 

1. Select the Dashboard tab.

The dashboard tab opens by default when you log in.

mceclip0.png

2. Tap the Global Add Button.
mceclip1.png

3. Tap Task to open the Create Task card.

mceclip2.png

4. Enter a Task Name.

mceclip3.png

5. Tap Apply template to apply a template.

mceclip4.png

6. Assign a Client to the task.
mceclip5.png

7. Change the Assignee as needed.

The task creator will be included in the Assignee field by default.

mceclip7.png

Note: As a tax practitioner, you may want to filter tasks by tax year or return type for quick access and easy reference. The best way to use this feature is to enter data in the Tax Year and Return Type fields when creating tasks.

mceclip8.png

8. Switch on or off the Assign to all option.

mceclip9.png

9.  Add a Start date.

mceclip10.png

10. Add a Due date to the task.

mceclip11.png

11. Select a Priority level.

mceclip12.png

12. Add a description to the task.
mceclip13.png

13. Enter the Budgeted time for the task.

mceclip14.png

14. Set a cadence for when the task should Repeat, as needed.

mceclip15.png

Best Practice: As a tax practitioner, you may want to filter tasks by tax year or return type for quick access and easy reference. The best way to use this feature is to enter data in the Tax Year and Return Type fields when creating tasks.

11. Tap Add task to create and assign the task to your client.