Task Manager
A query-driven workspace that groups customer communications, AI-linked invoices, and collaborative actions into a single resolution thread.
What is a Query in Task Manager?Learn how Queries organize customer issues, communications, and financial records in one unified workspace for faster resolution.
How are Queries created and assigned in Task ManagerUnderstand when new Queries are created, how they're auto-assigned, and the difference between My queries and All queries.
Understanding a Query: details, History, and linked invoicesLearn how to navigate Query details, view curated History timelines, and understand how events and invoices are linked.
How to reply to customers and create Actions in Task ManagerLearn how to resolve Queries by creating Actions, drafting replies, and managing multiple conversation threads within one case.
Collaborate on Queries and assign Actions to teammatesAssign Actions to colleagues, change Query ownership, and understand how status updates when multiple people are working a case.
How to move History events to the correct QueryCorrect AI linking mistakes by moving emails or events from one Query to another with a clear audit trail.
Close a Query: Completed vs DismissedMark a Query as Completed or Dismissed, and how AI generates a resolution summary for your records.
How to set Query priority, category, and due dateManually adjust Query priority, category, and due date to organize and track your customer cases effectively.
Table View vs Columns View: choosing the right Task Manager layoutUnderstand the difference between Columns View and Table View, and when to use each layout for maximum productivity.