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In addition to using DaisyBill’s automated tasking system, you can create and assign custom Tasks for users within your Organization. Custom Tasks are ideal for bills that require complex follow-up.
Custom Tasks do not automatically clear. See the last step of this article for how to clear a Custom Task once completed.
Step 1. From the Bill Page, click ‘Task List’
Step 2. Click ‘Add Task’
Step 3. Enter the ‘Task Description’
This information will populate the Task List.
Step 4. Choose an ‘Assigned User’
Step 5. Set a ‘Due Date’, then click ‘Create Task’
Note that like regular Tasks, Custom Tasks also appear in your Bill History:
Step 6. To complete task, navigate to ‘Task Edit’ and click ‘Mark Task as Complete’