Tasks are used to set reminders and follow-up actions for specific invoices or customer engagements. This ensures you never miss key dates or obligations.
How to Create a Task
1. Navigate to the Customer Profile
Go to Customers → select the desired Customer Profile.
2. Open the Action Menu
Click the Action button at the top right.
Choose Task from the dropdown menu.
3. Enter Task Details
A New Task window will open. Complete the required fields:
Title – Name the activity or reminder
Type – Select the task type (e.g. Call, Email, SMS or Task)
Assignee – Choose the team member
Due Date – Select the reminder date
Transactions – (Optional) Link specific invoices if needed
Description – Add any notes or context
4. Click Save.
The task will now appear on the Customer Timeline.
Managing the Task
Once created, you can perform multiple actions on the task by using the three-dot (•••) menu:
Pin to top
Set as in progress
Mark as completed
Copy ID
