Tasks on other pages
Create tasks from customers, invoices, conversations and more, and find them where they belong
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Tasks do not stand on their own. You create them from the item they are about, and you see them there too.
Creating a task from another item
The task is automatically linked to the item. If a customer is involved, you can link that customer to it as well. The task is assigned to you by default.
| Where | Button |
|---|---|
| Customer page | Create task in the customer's actions menu |
| Invoice | Create task in the actions menu |
| Meter | Create task in the actions menu |
| Reservation | Create task |
| Terrain | Create task |
| Conversation in the inbox | Create task |
| Phone call | Create task |
| Comment | The task icon next to the comment (tooltip Create a task from this comment) |
| Bank transaction | Create task in the transaction's actions menu under AdministrationBank transactions |
A follow-up reminder on a comment
A comment also has a clock so that you (or the colleagues mentioned) are reminded to follow the comment up. With it you create a task such as Follow up on this comment or Check whether [name] has picked this up. If you later mark the comment as handled, that follow-up task is completed automatically.
Open tasks on an item
On the page of a customer, reservation, invoice, terrain and meter there is an Open tasks block with the tasks that are not yet completed and are attached to that item. If there are no open tasks, the block does not appear.
On the page Customers[customer]Tasks you find all of the customer's tasks. You open it via the Tasks tab on the customer page. Completed tasks are collapsed under Completed tasks, with the number next to it.
On the dashboard
The Tasks for you card shows the tasks assigned to you. With the star you choose a favourite view that you want to see there instead, see Views. You can also create a task there directly or share the tasks.
What happens next?
- The task is attached to the item you created it from. You see it under Linked items in the task.
- As long as the task is not completed, it appears in the Open tasks block on the page of that item and of the linked customer.
- A follow-up task on a comment is completed by itself when you mark the comment as handled.