Tasks & Reminders
Learn how to create, assign, manage, and complete tasks in Kolleno, including Promise to Pay workflows, reminders, and action list items.
By Kolleno and 2 others3 authors21 articles
Creating & Updating Tasks
Create tasks (including invoice tasks), update statuses, and manage tasks through completion.
Create a Task for InvoicesCreate tasks directly from invoices to assign actions, set due dates, and track progress easily.
Change Task Statuses in KollenoUpdate task progress by switching between "New", "In Progress", and "Completed"
Finding & Managing Tasks
Find the right tasks quickly (unassigned, future, archived), recover tasks, and manage Promise to Pay and advanced task features.
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.
Reminders
Configure and use reminders, including reminder triggers, settings, troubleshooting, and bulk dismissal.
RemindersThis article will look into how to leave a reminder for a specific invoice
How to access the Reminders settingsIn this article, further description on the reminders tab settings button functionality
Reminder TriggerIn this article, we will be looking at how to set triggers for reminders
Why does a reminder action appear when I planned one for later?This article looks at reminder list actions and planned actions
Is it possible to dismiss reminders in bulk?In this article, there is instruction on how to dismiss reminders in bulk
Action List (To‑Dos)
Work through reminder and to-do items, including how to respond and assign action items to users.
How to respond to a reminder or to-do list item?This article explains how to action a reminder or task in Kolleno, either individually or in bulk.
Assigning items from Actions list to usersThis article will look into the functionality of To-do and reminder lists