--- title: How to create and manage tasks? description: Tasks are assigned to clear owners, with details and a due date.  This feature comes in handy when collection officers or account managers are making calls and want to save a promise to pay date or am --- [Skip to content](https://help.peakflo.co/how-to-create-tasks#main-content) [![PEAKFLO LOGO GRAM\_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/) - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Open main navigation Close main navigation - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.peakflo.co/?hsLang=en) 2. [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en) 3. [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management) # How to create and manage tasks? Tasks are assigned to clear owners, with details and a due date.  This feature comes in handy when collection officers or account managers are making calls and want to save a promise to pay date or amount from your customer. Peakflo from the get-go helps you stay on top of your tasks and we send out daily emails so you have more visibility on what you need to do for the day. ![](https://help.peakflo.co/hs-fs/hubfs/WHATS-NEW-JAN_daily-updates-on-collections-tasks-and-payables-pending-approvals-gif.gif?width=600&height=659&name=WHATS-NEW-JAN_daily-updates-on-collections-tasks-and-payables-pending-approvals-gif.gif) There are two ways you can create a task: 1\. [From the customer status tracking report](https://help.peakflo.co/how-to-create-tasks#report) 2\. [From the customer timeline](https://help.peakflo.co/how-to-create-tasks#timeline) --- ### Create a task from the customer tracking report  To access the customer tracking report, go to **Reports **under Accounts Receivable and click on Customer Tracking Report.  ![Screenshot 2024-08-18 at 9.31.11 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209.31.11%20PM.png?width=600&height=368&name=Screenshot%202024-08-18%20at%209.31.11%20PM.png) Once you're in the report, find the contact you'd like to create a task for.  You can either click the pencil icon under **Promise to Pay Amount**, **Customer Promise to Pay Date**, and **Course of Action** to create a task.  ![Screenshot 2024-08-18 at 9.39.13 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209.39.13%20PM.png?width=600&height=236&name=Screenshot%202024-08-18%20at%209.39.13%20PM.png)  Or, you can click on the clipboard 📋 icon in the **Create Task** column.  ![Screenshot 2024-08-18 at 9.41.19 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209.41.19%20PM.png?width=600&height=302&name=Screenshot%202024-08-18%20at%209.41.19%20PM.png) A window will pop up where you can enter the task details. Make sure to assign an owner and fill in the blank fields.  ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209-43-07%E2%80%AFPM-png.png?width=600&height=266&name=Screenshot%202024-08-18%20at%209-43-07%E2%80%AFPM-png.png) When a task is created for a customer using the Create Task window, **this action temporarily suspends all Automatic Reminders for that customer, including all of its invoices, until the Task Due Date.** **![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209-47-49%E2%80%AFPM-png.png?width=450&height=257&name=Screenshot%202024-08-18%20at%209-47-49%E2%80%AFPM-png.png)** Let's say, I'd like to create a task for the assigned customer account manager to follow up with a customer. The promise to pay the amount this customer owes is 100 SGD, which is due on the 18th of August. This is how the window should look like: ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209-49-53%E2%80%AFPM-png.png?width=600&height=342&name=Screenshot%202024-08-18%20at%209-49-53%E2%80%AFPM-png.png) Once done, click **Save**.  --- ### Create a task from the customer timeline There are a couple of ways to access customer timelines.  First, you can go to Customers and search for the contact you'd like to create a task for.  ![Screenshot 2024-08-18 at 9.51.29 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209.51.29%20PM.png?width=600&height=245&name=Screenshot%202024-08-18%20at%209.51.29%20PM.png) Or, if you're checking their Invoices, simply click on the Customer name. ![Screenshot 2024-08-18 at 9.53.09 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209.53.09%20PM.png?width=600&height=242&name=Screenshot%202024-08-18%20at%209.53.09%20PM.png) Both of these actions will bring you to the customer timeline. You'll see the **Create Task** button in the bottom left. ![Screenshot 2024-08-18 at 9.55.15 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209.55.15%20PM.png?width=600&height=290&name=Screenshot%202024-08-18%20at%209.55.15%20PM.png) Once clicked, a window will appear. All you have to do is select the owner and fill in the blank fields.  ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209-49-53%E2%80%AFPM-png.png?width=600&height=342&name=Screenshot%202024-08-18%20at%209-49-53%E2%80%AFPM-png.png) When a task is created for a customer using the Create Task window, **this action temporarily suspends all Automatic Reminders for that customer, including all of its invoices, until the Task Due Date.** **![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%209-47-49%E2%80%AFPM-png.png?width=450&height=257&name=Screenshot%202024-08-18%20at%209-47-49%E2%80%AFPM-png.png)**   The task will be recorded in the timeline.  ![](https://help.peakflo.co/hubfs/image-png-Nov-23-2022-04-07-57-9564-AM.png)   --- ### How to mark a task as done?  If you'd like to mark a task as done, simply go to the **Tasks** tab under Accounts Receivable. ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%2010-00-05%E2%80%AFPM-png.png?width=600&height=177&name=Screenshot%202024-08-18%20at%2010-00-05%E2%80%AFPM-png.png)  In the list of Pending tasks, select a customer's task. ![Screenshot 2024-08-18 at 10.01.43 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%2010.01.43%20PM.png?width=600&height=169&name=Screenshot%202024-08-18%20at%2010.01.43%20PM.png) Now, click on the **Mark Done**.  ![Screenshot 2024-08-18 at 10.04.57 PM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%2010.04.57%20PM.png?width=600&height=266&name=Screenshot%202024-08-18%20at%2010.04.57%20PM.png) In addition, the owner of the task, either the collection officer or the assigned customer manager, will receive an email reminder on daily tasks. 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