How do I view the task list?
The task list can be viewed at organisation level. You can access it by clicking the 'Task list' button in the top-left corner.
How do I complete a task?
If you want to complete tasks, you can do so in two ways:
- From the timeline of the file (the invoice, customer, or debt collection case). Click the check mark to complete the task.
- From the task list. Select the task you want to complete and choose 'Mark as completed'.
How can I enable or disable task notifications?
By default, all users receive a daily reminder of their open tasks and tasks they are subscribed to. You can choose to enable or disable this yourself.
- Click on your name in the top-right corner of Payt.
- In your profile settings, at the bottom of the page under 'Notifications for open tasks', you can enable or disable this notification.
A notification is sent only if tasks are due today or were due in the past.
How do I delete a task?
A task can only be deleted by the user who created it. A task assigned to a user cannot be deleted by the assignee.
- Go to the timeline of the associated file (the invoice, customer, or collection case).
- Click the three grey dots on the task.
- Select 'Delete'.
