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M
MBryant817
April 8, 2024
Question

My "get things done" "task" has disappeared.

  • April 8, 2024
  • 2 replies
  • 15 views
My "get things done" "task" has disappeared.

2 replies

M
MichaelaSQuickBooks Team
QuickBooks Team
April 8, 2024

QuickBooks Online made various improvements to enhance user experience, @MBryant817. The latest update has introduced a new way to access the Task feature.

 

The Get Things Done (GTD) page has now been updated for all customers. Instead of the Get Things Done page, a new one called Home has been added, where you can find the task option.

 

Here's how:

 

  1. Go to the Left panel and click on the Dashboard menu.
  2. Select Home.
  3.  Then, find the Task option.

 

If you can't locate the task option on the home page, you can click on Customize the Layout and then select Add or Remove Widgets. Under Customize your dashboard, find the task, and check the box.

 

In addition, I'll be adding this article to help you manage your business expenses: Enter and manage expenses in QuickBooks Online.

 

If you have any questions about the display menus, please do not hesitate to let us know. We're here to help. Have a great day!

M
MBryant817Author
April 9, 2024

This is what I see.  I am assuming because it is QBO Advanced it is not working.  

 

M
MichaelaSQuickBooks Team
QuickBooks Team
April 9, 2024

I appreciate the screenshot you shared, which gives us a better view of the situation, @MBryant817.

 

Get Things Done and task pages have been updated for QuickBooks Advance. The only options visible under Dashboard are Home, Cash Flow, and Planner.

 

The task page was moved from the dashboard menu. You can now find the Task page under the Menu section or at the top navigation bar. Please see the screenshot below.

 

 

The task feature allows for creating and assigning tasks automatically, providing more flexibility and ease in managing work across the platform. For further guidance, please refer to this article: Add and review task in QuickBooks Online Advance.

 

I understand the importance of the task feature for you. I suggest submitting your feedback to our Product Engineers so they can consider including it in future product updates.

 

  1. In your QBO account, click the Gear icon.
  2.  In the Profile column, select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Furthermore, I'll add this article to help you alternatively add reminders and manage your invoices.

 

 

Please let us know if you have further queries about the displayed menus. I'm here to help. Have a good one.

D
DHart
April 17, 2024

My solution:

Go to Bookmarks> Hit the pencil to customize the menu.  Select BILLS and save.

Then Select BILLS in the list on the left and Bills in the menu across the top.

Create a filter by date:  I used Jan 1 - Dec 31 this year.

This creates the list I'm used to seeing in Get Things Done.

 

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