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How do I use custom tasks?

Article ID: 2332
Last updated: 23 Oct, 2019

TaxCalc allows you to create your own tasks as well as using the defaults already within TaxCalc.

Create a Custom Task Type

Before you can use a task type within Task Manager, you need to add it to TaxCalc:

  1. Select Admin from the home screen.

  2. Click on Applications.

  3. Double-click on Practice Manager.

  4. Click on Task Options from the left-hand list.

  5. Click Create Type.

  6. Specify a name for the new task type and Save.

The new task type will appear in the Task Type drop-down menu when you next create a task.

Edit a Custom Task Type

  1. Select Admin from the home screen.

  2. Click on Applications.

  3. Double-click on Practice Manager.

  4. Click on Task Options from the left-hand list.

  5. Select the task type from the table.

  6. Click Edit Type on the right.

  7. Edit the name of the task type and Save.

Delete a Custom Task Type

You can remove a task type from the Task Management system by following these steps:

  1. Select Admin from the home screen.

  2. Click on Applications.

  3. Double-click on Practice Manager.

  4. Click on Task Options from the left-hand list.

  5. Select the task type from the table.

  6. Click Delete Type.

  7. Delete the task type and click on Yes to confirm the deletion.

PLEASE NOTE: If you delete a task type that has tasks assigned to it, you'll be prompted to reassign the tasks to a new type.

Article ID: 2332
Last updated: 23 Oct, 2019
Revision: 6
Views: 418
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