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Accounts Receivable
Order Processing
Fraud Review
Tasks Overview page
To view tasks, click the tasks button in the main left-hand menu:
You’ll see a overview of all tasks from here:
From the overview, you can take action on individual tasks as well as batch edit or mark as complete.
Select the checkbox(es) of the tasks you wish to take action on, for either marking as complete or to perform a batch edit. The top checkbox is the select all, otherwise select the individual checkboxes for the tasks you wish to take action upon.
Task Overview Filters
In addition, can filter to tasks on the following filters:
Context
Status
Users
Records
Batch Edit Dialog Window
You can batch edit tasks. Select the tasks using the checkbox on the lefthand side then click the ‘Batch Edit’ button, you’ll be presented with a dialog window, from which you can make assignments to user(s) and groups, set priority, set status, assign a due date and expiration date:
Adding Tasks
Tasks can be added manually as well as automatically based upon defined rules.
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