> For the complete documentation index, see [llms.txt](https://help.payorcrm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.payorcrm.com/manual-collections/allocate-follow-up-tasks-manually.md).

# Allocating follow up tasks manually

You can allocate follow up tasks to your team members as below

**Step 1 :** Go to Manual collect module - Select the customer who needs to be followed up 

![](https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LNdJcNMhJqomLNd_IiQ%2F-M6nbnD-lb6CPbrzBxqK%2F-M6neR8q0hEoJtnmxWBW%2Fselectmanualcollections_select%20customer.png?alt=media\&token=348f950d-fac6-450a-aa81-59906a17c15e)

**Step 2 :** Select a few invoices for which the follow up task is being created and click on "Create Follow up Task" button

![](https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LNdJcNMhJqomLNd_IiQ%2F-M6nfYku2tq714Hfcf5k%2F-M6oKrlcI1NpH-lKZ2ai%2Fselectmanualcollections_select%20customer_selectInvoicesFollowupTask.png?alt=media\&token=658d5058-a8e0-4aea-a313-897b29b961b1)

**Step 3 :** Select the user to allocate the task to along with a "Task Title" and "Description" in the "Create Task" popup as below

![](https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LNdJcNMhJqomLNd_IiQ%2F-M6nfYku2tq714Hfcf5k%2F-M6oMgPysnSI_9zg8T5u%2Fselectmanualcollections_select%20customer_create%20taskk.png?alt=media\&token=27a07534-584f-4f28-990f-871094be2158)

On the day the task is due the user will receive a Task reminder email as below with invoices attached

![](https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LNdJcNMhJqomLNd_IiQ%2F-M6nfYku2tq714Hfcf5k%2F-M6oNTWSq9wZ8Z7eMJ0j%2FTask%20reminder%20email.png?alt=media\&token=f3276589-41ac-494e-82c2-7e43a3c52e5c)