How do I use custom tasks?

TaxCalc allows you to create your own tasks as well as using the defaults already within TaxCalc. Please browse to the below location in order to review, create, edit and delete any custom tasks in TaxCalc

1. Select Admin from the home screen.

2. Click on Applications.

3. Double-click on Practice Manager.

4. Click on the option for Client and Non-Client activity types

If you wish to add a new Custom Task to the list, click Create and specify a name for the new task type and the click Save. You will then need to click on Finish > Finish and Save. The new task type will appear in the Task Type drop-down menu when you next create a task within Work Management or the Active Work screen within a Client Record.

The Edit feature will only be available for Custom Tasks previously created. You will need to highlight the option in the list and select Edit on the right. Once the change has been applied, click on Save. You will then need to click on Finish > Finish and Save.

The Delete feature will only be available for Custom Tasks previously created. You will need to highlight the option in the list and select Delete on the right. Once the change has been applied, click on Save. You will then need to click on Finish > Finish and Save.

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.