How do I use custom tasks?
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:
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Select Admin from the home screen.
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Click on Applications.
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Double-click on Practice Manager.
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Click on Task Options from the left-hand list.
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Click Create Type.
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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
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Select Admin from the home screen.
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Click on Applications.
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Double-click on Practice Manager.
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Click on Task Options from the left-hand list.
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Select the task type from the table.
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Click Edit Type on the right.
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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:
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Select Admin from the home screen.
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Click on Applications.
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Double-click on Practice Manager.
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Click on Task Options from the left-hand list.
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Select the task type from the table.
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Click Delete Type.
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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.
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