> 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)