QuickBooks Online, QuickBooks Online Advanced

Benefits of Task Manager in QuickBooks Online Advanced & How to Use It

Delighted team members working on tasks in QuickBooks Online Advanced

QuickBooks Online Advanced offers an exclusive feature called task manager that helps businesses stay on top of their tasks and prioritize their work efficiently. With the task manager, businesses can easily create, assign, and manage tasks from a central location, making it easier to track progress and ensure that deadlines are met.

In this article, we will explain how the task manager works in QuickBooks Online Advanced and how it can benefit businesses.

What is the Task Manager in QuickBooks Online Advanced?

The task manager in QuickBooks Online Advanced is a tool that helps businesses manage their to-do lists and track their progress. It is a simple yet effective tool that allows you to assign tasks to different team members, set deadlines, and track the progress of each task. The task manager is accessible from the dashboard, and it provides a list of all the tasks assigned to each team member.

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Benefits of Task Manager in QuickBooks Online Advanced

  • Centralized task management: You and your team members can manage and view all tasks in one place, eliminating the need to use multiple tools and systems to manage your to-do lists. This ensures that everyone knows what tasks they need to complete and when they are due, making it easier to stay on top of all work activities.
  • Efficient task delegation: The task manager enables businesses to assign tasks to team members, set deadlines, and track progress, ensuring that everyone knows their responsibilities and is on the same page. This helps avoid confusion and ensures that tasks are completed on time and to a high standard.
  • Priority task management: The task manager allows businesses to prioritize their tasks based on importance and urgency, helping them stay focused on the most critical tasks. By focusing on high-priority tasks, businesses can improve their efficiency and achieve better results.
  • Improved communication: The task manager enables business owners and managers to communicate more effectively with team members by adding comments or attachments to tasks. This feature makes it easy to share important information and keep everyone on the same page.
  • Increased productivity: By streamlining task management and eliminating the need for manual tracking, the task manager can help businesses increase their productivity and achieve better results. This help businesses focus on their core activities rather than spending time on administrative tasks.

How does the Task Manager work in QuickBooks Online Advanced?

The task manager in QuickBooks Online Advanced is easy to use and can be accessed from the dashboard. To get started with the task manager, businesses need to follow these simple steps:

Step 1: Access the Task Manager

Log in to your QuickBooks Online Advanced account and navigate to the dashboard. From there, click the Tasks tab, which will take you to the task manager page.

Step 2: Create a Task

To create a new task, click on the +Add Task button, which will open the Add Task screen.

Navigating to the Add task screen in QuickBooks Online Advanced

On the Add Task screen,  enter the task details, such as the task name, assignee, description, and deadline. You can also add notes or attach documents if needed. Once the task details are entered, click the Save button to create the task.

Add task screen in QuickBooks Online Advanced

Step 3: Track Progress

To track the progress of a task, click on the task name, which will open the task details page. From there, you can see the status of the task and any comments or updates that have been made.

Step 4: Mark Tasks as Complete

Once a task has been completed, businesses can mark it as complete. To mark a task as complete, simply click on the Mark as completed button under the Actions column. 

Marking a task as complete in QuickBooks Online Advanced

You can also filter the task list, making it easier to view specific tasks based on various criteria. This filtering feature is especially useful for businesses that have a large number of tasks to manage. You can filter tasks by users, dates, and status, whether they are due, overdue, or completed.

Applying filters to sort task list in QuickBooks Online Advanced

For detailed instructions on how to use tasks in QuickBooks Online Advanced, watch the video below.

Overall, the task manager feature in QuickBooks Online Advanced is a must-have tool for businesses that want to manage their tasks more efficiently and effectively. It can help you can time, increase productivity, and stay on top of your to-do lists, allowing you to focus on growing your business and achieving your goals.

Have Questions? Need Help?

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