How tasks are created, grouped & linked (incl. edge cases)
Understand where tasks come from, how communications/events get grouped into a single thread, and how to handle mis-linking or duplicates.
4 articles
- How the AI Decides Whether to Create or Link a TaskUnderstand how the AI Linker Agent decides whether to create a new task or attach a communication to an existing one, and how cascade linking pulls in related emails and…
- How to Move a Task Created Under the Wrong CustomerLearn how to move an email or call to the correct customer when it was linked to the wrong one — when it's possible, how to do it, and what…
- How Emails and Events Are Grouped Into a TaskUnderstand how Kolleno automatically groups emails, follow-ups, and financial records into a single task — and why your task may contain more events than you expected.
- How Duplicate Tasks are highlighted?Learn how the Task Manager automatically detects potential duplicate tasks and guides you to consolidate work into the right existing case.