Finding & Managing Tasks
Find the right tasks quickly (unassigned, future, archived), recover tasks, and manage Promise to Pay and advanced task features.
12 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.