Kolleno

This article will look to define the To-do and Reminder lists, whilst also explaining the difference between the two.

To-do List vs Reminder

This article will provide instructions on how to look at completed tasks

Viewing completed actions

This article will look into the functionality of To-do and reminder lists

Assigning items from Actions list to users

This article will take you through how to set up, view and utilize the promise to pay feature in your Kolleno system.

Promise to Pay

Artificial Intelligence suggests the next best course of action for each customer, saving your time and maximizing your impact.

Kolleno AI Task Manager Suggestions

Assigning a colour per user to easily see their tasks

Assign a user a color

How to recover a previously completed task in Kolleno

Recovering a task in your Collector Tasks

Update task progress by switching between "New", "In Progress", and "Completed"

Change Task Statuses in Kolleno

Learn how to filter and view upcoming manually created tasks in your task list.

See Future Tasks in Kolleno

Filter your task list to find items without an assigned account owner.

See unassigned tasks in Kolleno

Create tasks directly from invoices to assign actions, set due dates, and track progress easily.

Create a Task for Invoices

Users can view the Promise to Pay statuses on the tmeline

Understanding Promise to Pay Statuses

Tasks highlight invoices with active Promise to Pay for better context.

How Kolleno Flags Tasks with Active Promise to Pay

Quickly locate, copy, and share unique Task IDs for better internal alignment.

Find and Use Task IDs in Kolleno

Kolleno Support

This collection looks into the actions dashboard and any related question

Tasks  & Reminders

This article will explain what classifies an unassigned communication and how to assign them to a specific customer.

Unassigned communications

This article will explain how to assign communication to a customer

How to assign communications?

How to delete all unassigned communications?

Can I retrieve deleted unassigned communications?

Get the original email file received in unassigned communications.

Download Unassigned Email

This article will look into how to leave a reminder for a specific invoice

Reminders

In this article, we will be looking at how to set triggers for reminders

Reminder Trigger

In this article, further description on the reminders tab settings button functionality

What the settings on reminders tab?

This article looks at reminder list actions and planned actions

Why does a reminder action appear when I planned one for later?

In this article, there is instruction on how to dismiss reminders in bulk

Is it possible to dismiss reminders in bulk?

This article will look into how to action a to-do or reminder list item

How to respond to a reminder or to-do list item?

Action List

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