You can create tasks for yourself or your colleagues in Payt. Tasks can be linked to invoices, customers, or debt collection cases.
Manually adding a new task
If you want to just add one task, you can do this on the page of the file.
- Open the file page (of the invoice, customer, or debt collection case).
- In the timeline, click 'Task' in the top-right corner to open a new task.
- Fill in the required information and click 'Add to task list' to create the task.
Standard fields
- Subject and introduction: Describe the task so that the assigned user can quickly understand what it's about.
- End date: Specify the deadline for completing the task.
Additional fields
- Set outcome: Require the user to indicate whether the task was successful. This will be registered and can help track or trigger future tasks.
- Notifications: Add colleagues who should be informed about updates on the task.
- Dossier: Define what should happen to the linked file (invoice, customer, or debt collection case) once the task is created.
- Assign a label to help recognise files with this task.
- Choose to block the file so no actions are carried out while the task is still open.
Adding new tasks in bulk
You can also create multiple tasks at once using bulk actions.
- Go to the page where you want to create tasks (e.g. the 'Invoices' or 'Customers' page).
- Select the desired files.
- Click 'Bulk actions' in the top-right corner.
- Select 'Add to task list'.
- Fill in the required information and click 'Add to task list' again.
The tasks will be created and visible in the task list.
Creating and using standard tasks
If you frequently reuse the same task (e.g. a standard call task), you can create a standard task.
How do I create a standard task?
- Go to the administration settings.
- In the menu on the left, select 'Task list'.
- Under 'Standard tasks', click '+ Add standard task'.
- Fill in the information you want to use as a default.
- Click 'Save standard task' to create it.
All users can view and use standard tasks.
How do I use a standard task?
When you add a task (manually or via bulk actions), select 'Standard tasks' and choose the appropriate one. The task will be inserted and ready. Just confirm it to create the task.