Tasks & Reminders
Learn how to create, assign, manage, and complete tasks in Kolleno, including Promise to Pay workflows, reminders, and action list items.
21 articles
Creating & Updating Tasks
Create tasks (including invoice tasks), update statuses, and manage tasks through completion.
Finding & Managing Tasks
Find the right tasks quickly (unassigned, future, archived), recover tasks, and manage Promise to Pay and advanced task features.
- 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.