Kanban Board for Neofin's Past Due Deals
For the convenience of managing overdue payments and inactive subscriptions, we have implemented a convenient and familiar Kanban board tool for managing managers' tasks.
![](https://academy.neo-fin.com/content/images/2024/01/Screenshot-2024-01-16-at-10.53.04-AM-1.png)
For the convenience of managing overdue payments and inactive subscriptions, we have implemented a convenient and familiar Kanban board tool for managing managers' tasks.
How to set up the board for the manager? You need to go to Settings - Debt Collection (Past Due Tracker) -> find the tab on the right called Kanban Fields Rules.
![](https://academy.neo-fin.com/content/images/2024/01/Screenshot-2024-01-16-at-11.02.13-AM.png)
In this section, you will have access to parameters that can be displayed on the task card. For example - the client's name, overdue payment amount, task name, task color, and description.
![](https://academy.neo-fin.com/content/images/2024/01/Screenshot-2024-01-16-at-11.11.10-AM.png)
Each parameter can change its position on the card for convenience and can be modified at any time.
![](https://academy.neo-fin.com/content/images/2024/01/Screenshot-2024-01-16-at-11.08.28-AM.png)
To start working on a task, simply click on the card anywhere, and information about the deal will be displayed.
![](https://academy.neo-fin.com/content/images/2024/01/Screenshot-2024-01-16-at-11.14.34-AM.png)
To record the result of working with the client, click the Perform button and go to the form to record the call results.
![](https://academy.neo-fin.com/content/images/2024/01/Screenshot-2024-01-16-at-11.17.49-AM.png)
Check it out and have a wonderful working day.