> 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 

![](/files/-M6neR8q0hEoJtnmxWBW)

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

![](/files/-M6oKrlcI1NpH-lKZ2ai)

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

![](/files/-M6oMgPysnSI_9zg8T5u)

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

![](/files/-M6oNTWSq9wZ8Z7eMJ0j)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.payorcrm.com/manual-collections/allocate-follow-up-tasks-manually.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.