6 Task
A task is an activity that the user or system performs to collect the amount due from the customer. For example, the collector sends an email to the customer or calls the customer over mobile.
The tasks are either executed automatically by the system, or the tasks need to be performed manually by the collector. A task has a predefined life cycle in which it goes through different statuses. This lifecycle is called the task workflow that is created using the Create Workflow page. For more information on workflow, see Workflow.
You can create and manage tasks using the following pages:
- Create Task
The Create Task page facilitates you to create a task. You can create a task for performing various actions on an account for collection of amount due from the customer. You can also provide the workflow for the task that you want to create. - View Task
The View Task page facilitates you to view the list of tasks created in the system and perform various actions on a task.