When an incomplete task is attached to a reservation, you will see a colored circle with a number inside superimposed onto the guest's block on the calendar.
The color determines its due date status. Green means it's not due. Yellow means that it's due today. Red means that it's past due! The number inside the circle indicate the number of tasks for that reservation. When all completed tasks has been marked complete, the circle goes away.
To view the tasks attached to a bill, simply open the bill and click View Tasks in the dark gray box under the confirmation ID.
To view tasks for all bills in any given date range, click the Tasks link in the black bar at the very top.
To manually add a task to a bill follow these steps:1) Open the bill for the reservation that you would like to create a task for.
2) Click View Tasks below the confirmation ID on the left.
3) Click the New button in the top right.
4) Fill out the form with TITLE, optional DESCRIPTION, DUE DATE, and ASSIGNED TO, if applicable.
5) Click Save at the bottom.
When the task item has been completed, check the box to the left of the item:
Completed tasks do not have an indicator on the calendar.
► Related: Automatic Task Rules