Allocating follow up tasks automatically

You can allocate follow up tasks to your team members automatically based on certain triggers

Examples of automated follow up tasks

  1. Create a task to follow up invoices 5 days overdue

  2. Create a task to follow up invoices 10 days overdue and greater than $ 1000

Step 1 : Go to Manual collect module - Automate task - Add New Task Automation

Step 2 : Provide a "task title" and the "description of the task" along with whom to allocate the task to

Step 3 : Examples of commonly used rule triggers

  • Rule to automatically create task for invoices (all customers) due in 3 days

  • Rule to automatically create task for invoices (customer category- "slow paying customers") and overdue by 5 or 10 days