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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.
Step 3. To edit a Task, change the ‘Assigned To’ or ‘Due Date’ fields
Changes save automatically.
Step 4. To view the Task Assignment History, click ‘Show Task Assignment History’
To close, click Close Task Assignment History.
Step 5. To add a Comment, write it, then click ‘Add’
Comments store additional information about a task.