Create or edit tasks in Collections

In addition to steps in collection procedures, you can create and assign custom tasks to help collectors manage their accounts. Tasks are logged on a dedicated page within the collector’s workspace. You can create tasks from three places in Collections: from account records, from the Worksheet, and from incoming emails.

Add Tasks from Account Records

Go to any account record.
Select Tasks in the left menu.
Select New Task. The Create new task window appears.
Enter the task details:
- Select an assignee.
- Enter a title and description.
- Select a due date.
Select Save.

Add Tasks from the Worksheet

Select Worksheet from the top navigation menu.
Scroll down to find the Tasks panel.
Select New Task.
In the Create new task window, enter the task details.
Select Save.

Add Tasks from Email

Select Messages from the top navigation menu.
Open an email in the inbox.
Select New Task.
In the Create new task window, enter the task details.
Select Save.

Edit Tasks

From an account record:

Go to the account record.
Select Tasks from the left menu.
Find the task you want to edit and select Edit task.
Make your changes in the Create new task window and select Save.

From the Worksheet:

Select Worksheet from the top navigation menu.
Find the Tasks panel at the bottom of the page.
Find the task you want to edit and select the pencil icon.
Make your changes in the Create new task window and select Save.

Complete Tasks

On the Worksheet, find the task you want to complete and select Done. The task is moved to the archive. Select Show Archive to view completed tasks.

You can also complete tasks from the User tasks page on an account record.

Need Help?

If a task is not appearing in the Tasks panel on the Worksheet, confirm that it was saved correctly and assigned to the correct user. Contact the Billtrust Support team for further assistance.