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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Shania_C
QuickBooks Team

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Hi there, Kazsnafix.

 

I understand that you may be unfamiliar with the QuickBooks Online (QBO) dashboard. Let me guide you on how to locate the Task option. 

 

You're on the right track! To find the Task option, simply hover your mouse and scroll down until you can see it. If you need a better view of the screen, you can minimize it by holding the "Ctrl" key and pressing the "-" sign simultaneously on your keyboard. Or you can hold the "Ctrl" key, and then scroll down. Then drag down the scroll bar located in the right corner. Once you find the task widget check the box and save your changes. 

 

Here's a photo as your reference:

 

 

Moreover, since you have mentioned that your left navigation panel appears light grey instead of black. On your Dashboard, and see four top-navigation options, you might be using a ProAdvisor account. 

 

Rest assured you can still create custom tasks to stay on top of your company's management needs in ProAdvisor. To get started, simply navigate to the Tasks page located in your left navigation panel. I have included a screenshot below for your reference.

 

 

 

For more detailed steps, on how to create and review task, you can view this article: Add and review tasks for your team in QuickBooks Online Advanced

 

If the issue persists, I recommend try signing in to your QBO account using a private browser or "incognito" mode, also, clearing your browser's cache and refresh website preferences. You can also switch to a different supported browser.

 

I've also added an article to help you get to know your Home Dashboard in QuickBooks Online: Get started and adjust settings after you sign up for QuickBooks Online

 

Feel free to reach back out with other questions regarding the Task widget or any QuickBooks Online-related questions. We'd be glad to assist!

 

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