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Record Tasks

InXtend Record Tasks for Microsoft Dynamics 365 Business Central

Assign a task on any customer, item or document to a colleague, with a due date and a mention.

Questions about a record usually leave Business Central for e-mail or chat and get lost. Record Tasks keeps them on the record: create a task on a customer, vendor, item, order or project, assign it, mention colleagues and set a due date. Everyone sees their open and overdue tasks in one list, and a daily digest reminds them.

Record Tasks illustration. Customer C-10073. Before: Credit question lost in an e-mail thread. After: Task assigned · due Friday · 2 mentions.
Customer C-10073. Before: Credit question lost in an e-mail thread. After: Task assigned · due Friday · 2 mentions. An illustration, not a Business Central screen.

What it does

Tasks on the record
Title, description, assignee, due date and priority, linked to the record with an Open Record action.
Mentions
Mention colleagues on a task; they are notified by e-mail through their notification setup.
My Tasks
Open, overdue and assigned-to-me lists, and a FactBox on the main cards and documents.
Daily digest
An e-mail of overdue tasks per user, and an API for Power Automate.

Get Record Tasks when it launches

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