Finding & Managing Tasks
Find the right tasks quickly (unassigned, future, archived), recover tasks, and manage Promise to Pay and advanced task features.
By Kolleno and 2 others3 authors12 articles
Managing Tasks, Snooze, and Task Tabs in KollenoLearn how Upcoming, Due, and Snoozed tasks work in Kolleno and how to track your tasks effectively.
How to check the user who modified the task?See which user made the latest update to a task.
Find and Use Task IDs in KollenoQuickly locate, copy, and share unique Task IDs for better internal alignment.
How Kolleno Flags Tasks with Active Promise to PayTasks highlight invoices with active Promise to Pay for better context.
Understanding Promise to Pay StatusesUsers can view the Promise to Pay statuses on the tmeline
Kolleno AI Task Manager SuggestionsArtificial Intelligence suggests the next best course of action for each customer, saving your time and maximizing your impact.
See unassigned tasks in KollenoFilter your task list to find items without an assigned account owner.
See Future Tasks in KollenoLearn how to filter and view upcoming manually created tasks in your task list.
Recovering a task in your Collector TasksHow to recover a previously completed task in Kolleno
Assign a user a colorAssigning a colour per user to easily see their tasks
Promise to PayThis article will take you through how to set up, view and utilize the promise to pay feature in your Kolleno system.
Viewing Archived Collector TasksAccess and manage your archived collector tasks, including recovering or reviewing historical task details.