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:

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.