Task Screen

The Task Screen allows staff to view, filter, and manage assigned customer tasks related to payments and follow-ups. 

 

 Search Function 

 Search Bar 

 

 

 

 

 

 

 

 

 

 

 

 Search by task 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Allows users to search tasks by: 

 

 Customer name 

 Task-related details 

 

 

 Filters 

 Time Filters 

 

 Delay This Month → Tasks delayed in current month 

 Delay Last Month → Tasks delayed in previous month 

 OA Contract → Tasks related to OA contracts 

 

 

 Payment Filters 

 

 All → Show all tasks 

 Paid → Completed payments 

 Not Paid → Pending payments 

 

 

 Task List 

 Each item represents a customer task. 

 Example: 

 

 

 

 

 

 

 

 

 

 

 

 Emasha Perera Mobile Number: 02023848344 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Information Displayed 

 Each record shows: 

 

 Customer Name 

 Mobile Number 

 

 

 Pagination 

 

 Prev → Go to previous page 

 Next → Go to next page 

 Displays current page (e.g., Page 1 of 3) 

 

 

 How to Use 

 View Tasks 

 

 Open the Task screen 

 Use filters to narrow results 

 Search if needed 

 Select a task to view details 

 

 

 Task Details Screen 

 

 The Task Details Screen provides complete information about a selected task and allows staff to take follow-up actions. 

 

 Task Information 

 Displays: 

 

 Customer Name 

 Mobile Number 

 Contract Type 

 Contract Number 

 Fully Paid Installment Date 

 Next Due Date 

 

 

 Actions 

 Call Screen Customer 

 Initiates customer follow-up or call process 

 

 Promise Dates 

 Set or update customer promised payment dates 

 

 Reassign Task 

 Assign task to another staff member 

 

 How to Use 

 Manage Task 

 

 Select a task from the list 

 Review task information 

 Choose an action:

 

 Call customer 

 Set promise date 

 Reassign task 

 

 

 

 

 Navigation 

 

 

 

 

 

 

 

 

 

 

 

 Task List → Select Task → View Details → Take Action