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.
Available fields
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 multiple tasks in bulk
To create multiple tasks at once, use the 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.