Adding and managing tasks

Besides performing all automatic and manual actions on the worksheet, it is also possible to add and follow up debtor specific tasks, independent from the procedural steps.

Adding tasks

Via the debtor sheet

1. Select Clients in the top bar
2. Navigate to the client/debtor
3. Go to the debtor sheet
4. On the debtor sheet page click on Tasks in the left menu
   
   
   
   
5. Click on the New task button to add a new task concerning this debtor/client
6. A window appears where you can input all the info for the new task. You can assign the task to a user, and add Title, Description and Due Date
   
   
   
   
7. Click on Save

All added tasks will be visible in the Tasks section. Tasks assigned to and/or added by other users can not be consulted.

The number of tasks appears in the left menu (in parentheses). This number contains only the tasks of the user that is logged in.

Via the worksheet

1. Go to the Worksheet section
2. Scroll down to the Tasks section at the bottom of the page
3. Click on the New task button to add a task
   
   
   
   
4. Click on the New task button to add a new task concerning this debtor/client
5. A window appears where you can input all the info for the new task. You can assign the task to a user, and add Title, Description and Due Date
   
   
6. Click on Save

Via incoming messages

The third way to add a new task is via an incoming message.

1. Navigate to the Messages section in the top bar
   
   
   
   
2. Open an incoming email in the inbox folder (click on the subject line)
   
   
   
   
3. Click on the New task button in the message window
4. A window appears where you can input all the info for the new task. You can assign the task to a user, and add Title, Description and Due Date
   
   
   
   
5. Click on Save

Perform tasks

On the debtor sheet

To close a finished task click the Done button in the Tasks window on the debtor sheet. You can also modify a task via the Edit task button.

On the worksheet

At the bottom of the worksheet page, it is possible to modify a task or mark a task as finished. 

1. Go to the Worksheet section
2. Scroll down to the Tasks section at the bottom of the page
3. Click on the Edit task button to modify a task
4. Click on the Done button when a task is finished

Only the tasks created by or assigned to the user that is logged in, will be visible.