Tasks is your guide to getting bills sent, paid, and closed.
Tasks represent Bills that require attention. But don’t worry -- DaisyBill tells you exactly what to do.
The Tasks Page lets you manage Tasks in the following ways:
On the navigation bar, click ‘Tasks’
By default My Tasks, meaning all tasks assigned to you, are displayed. Click the All Tasks tab to view all tasks for your Organization regardless of assigned user.
A. To filter Tasks, select a ‘Filter’
Use more than one Filter to maximize efficiency.
B. To clear a Filter, click ‘x’
C. To sort Tasks, click the column heading
- For ascending order, click once.
- For descending order, click twice.
D. To navigate to a Bill, click the ‘Bill ID’ link
The Bill opens in a new tab.
E. To populate your Task Side Bar, click ‘Work Tasks’
The Task Side Bar populates with Tasks in the order they are sorted and/or filtered. For more information, see the Help Article: Task Side Bar Explained.
F. To bulk update Tasks, click ‘Bulk Update Tasks’ (Organization Admin only)
Bulk Update Tasks allows Organization Admins to change task Due Dates or Assigned Users for multiple tasks at once. For more information, see the Help Article: Bulk Update Tasks.
For more information on completing each task, see these Help Articles:
Now go forth and complete some Tasks!