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.
6 articles
What Creates a Task?Learn the four ways a task can be created in the Task Manager — via inbound communication, workflow, manual creation, or Promise to Pay.
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 Workflow-Created Tasks WorkUnderstand how workflow-triggered tasks work — what gets created, why the AI doesn't run, and how completing the task keeps the workflow moving.
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.