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New Member
September 25, 2026
Question

why doesn't my all tasks page show for which client each task is for?

  • September 25, 2026
  • 1 reply
  • 5 views
In IAS, why doesn't my "all tasks" page show for which client each task is for?

1 reply

QuickBooks Team
September 30, 2026

The All tasks page does not show client names because it is a checklist for quick tasks not linked to specific clients. To view client tasks, go to their profile.

 

To see tasks organized by client, you can use the Projects tab right next to All tasks. Here is how:

 

  1. Go to the Projects tab.
  2. Click on the filter labeled Client only.
  3. Select the specific client whose tasks you want to see.

 

This will instantly filter the workspace to show only that client's work. Let me know if this view works better for you, or if you need help setting up templates for your recurring client projects.