---
title: "Understand the task list"
canonical: https://www.billabex.com/en/help/tasks-messaging/understand-task-list/
lang: en
alternate: https://www.billabex.com/fr/aide/taches-messagerie/comprendre-liste-taches.md
updated: 2026-09-29
index: https://www.billabex.com/llms.txt
---

# Understand the task list

<section class="help-summary" aria-labelledby="in-short"><h2 id="in-short">In short</h2><p>The <strong>Tasks</strong> page opens on the <strong>All tasks</strong> tab; the <strong>Action required</strong> tab keeps only the requests waiting for you, and each tab shows its total. Status shows who acts next: <strong>Action Required</strong> after an agent message, <strong>In progress</strong> after your reply, <strong>Pending</strong> when set aside, then <strong>Closed</strong> or <strong>Canceled</strong>.</p></section>

## Expected result

You distinguish tasks waiting for your input from ones the agent is already processing.

## Before you start

- Select the right organization before browsing tasks.
- Use account or tag filters when the list is large.

## Procedure

1. Open **Tasks**, then the **Action required** tab: its total matches the sidebar badge.
2. Compare account, type, balance, assignees, and latest interaction time.
3. Sort by balance or age according to operational priority. Search, sort and filters carry over from one tab to the other.
4. Open a row: the task header shows the account balance, the overdue part, the number of unpaid invoices, the oldest delay and the reminder status.
5. Handle the task in detail, then use the previous or next item arrows to continue, or return to the list to verify its new state.

## What Billabex does

Status is derived from the thread and lifecycle markers rather than freely entered. Any new interaction clears Pending. List balances and account names are projections that can refresh with a slight delay.

Each member also receives a “Daily update” email. It starts with what changed since the previous one (new tasks with the account name, received emails, recent promises), then recalls the tasks still open, marked **New** or **Waiting for** their age. With nothing new, a daily recipient gets this reminder only once a week. Set its frequency in **My account**, **Account summary** section.

The panel arrows follow the list order, sort and filters, including across page boundaries. This navigation also works for communications, invoices and credit notes, and their corresponding account tabs. If a task reply has been edited but not sent, a confirmation warns you before discarding it; the arrows are disabled while it is being sent.

## If the result is not what you expected

- An empty **Action required** tab shows “No action required”; **See all tasks** takes you back to the full list.
- A task without a balance can concern a settled account or non-financial information.
- If list and detail disagree, refresh after asynchronous processing.
- You no longer get the Daily update every morning: with nothing new, it only goes out at the start of the week. Also check its frequency in **My account**.