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View / Edit Task

When a bill requires extra work, DaisyBill alerts you by assigning specific tasks. This keeps bills moving.

Reassign, change due dates and view completed / outstanding tasks in the Bill History.

Step 1. From the Bill Page, click ‘Bill History’

Step 2. To view a Task, expand it by clicking the ‘Checkmark’ icon

In Bill History, tasks are designated by either a red checkmark indicating incomplete or a green checkmark indicating complete.

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Step 3. To edit a Task, change the ‘Assigned To’ or ‘Due Date’ fields

Changes save automatically.

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Step 4. To view the Task Assignment History, click ‘Show Task Assignment History’

To close, click Close Task Assignment History.

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Step 5. To add a Comment, write it, then click ‘Add’

Comments store additional information about a task.

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Problem solved!

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