Under Tasks you find all work items of your client. On the left you choose a task type, at the top you filter and sort, and you handle each task with the icons in its row.
Layout of the page
| Part | What it does |
|---|---|
| Left column | All tasks, Saved tasks and below them all task types, each with the number of open tasks. Types without tasks are grey. See Task types. |
| Search tasks | Searches the open tasks of the chosen category. |
| All tasks / Only my tasks / Unassigned | Filter by assignment. |
| Sort option | Created, Start date, Due date, Amount (each oldest/newest or lowest/highest first) and No priority, Low priority, Medium priority, High priority. |
| Export | See Exporting tasks. |
| More actions (…) | Bulk actions for the chosen task type. See Assigning or completing tasks in bulk. |
| Show {n} completed tasks | Also shows completed tasks, with "Completed by {name}". |
A task row
From left to right: a round check mark (Mark as completed), the title "{task type} for {customer}" (the customer name is a link to the customer page), the time indication (for example "Expires tomorrow", "Expired 5 days ago", or a start and due date), and the icons Assign task, Set priority, Save and Open details.
Good to know
- The badge next to Tasks in the menu shows a number.
- Tasks are created automatically by flows, settlements and promises, and by bounces. Creating a task by hand was not seen in the scanned portal.