In a busy AR team, it's easy for two people to independently create tasks for the same customer about the same invoice. Duplicate tasks mean duplicated effort, conflicting actions, and a confusing experience for the customer. The Task Manager catches this automatically before it happens.

The duplicate check runs the moment you select a customer and at least one invoice in the new task panel. The system looks for any open tasks on that customer that already cover the same invoices. If it finds any, it surfaces them before you commit to creating anything new.

If existing tasks are found, the panel splits into two sections:

Matched tasks — open tasks on this customer that already include one or more of the invoices you selected. Each card shows the task title, current status, owner, due date, recent actions, and which invoices are already covered.

Other open tasks — open tasks on the same customer with no invoice overlap, shown below for the full picture.

If nothing matches, you just see the normal create task form — no interruption.

Add it as an action to an existing task (the recommended path) — Select the existing task and your new communication or action will be attached to it.

Create a new task anyway — Still available, but intentionally less prominent. Use only if you're certain this is a genuinely separate case.

If more than one existing task matches, all of them are shown. Review each and pick the most relevant — or create new if none fit.

The duplicate check only runs when creating a new task. If you add or change invoices on an existing task, no check is triggered — so it's worth manually checking for overlaps before saving.

You're about to create a task for a customer regarding INV-1042 and INV-1043. As soon as you select those invoices, the system finds an existing open dispute task that already covers both. Instead of creating a duplicate, you click Add to existing task — the case continues cleanly in one place.

We're exploring extending the duplicate check to also run when editing an existing task and changing its linked invoices.