Business Central Tip of the Month: Define user tasks

Staying organized and on top of your daily, weekly, and monthly responsibilities is essential for smooth business operations. Whether you’re managing financial close activities, tracking sales follow-ups, or assigning critical tasks to team members, keeping everything in order can be a challenge. Dynamics 365 Business Central makes this easier with User Tasks, a feature that helps users stay on track by creating and assigning tasks within the system.

With User Tasks in Business Central, you can set up reminders for yourself or assign tasks to others in your organization. Tasks can be linked to specific pages or reports within Business Central, allowing users to jump straight to the work that needs to be done.

1. Open the User Tasks page
2. Select New to create a task
3. Enter details such as the Subject, Task Description, Start Date, and Due Date.
4. Assign the task to yourself, another user, or group
5. Optionally, link the task to a specific page or report for quick access
6. Save the task

Instead of assigning individual tasks, you can use User Task Groups to organize related tasks and assign them to multiple users. For example, a finance team can be assigned a “Month-End Close” group where any team member can pick up tasks as needed.

• Users can view assigned tasks in their Role Center under pending tasks
• Selecting Go to Task Item takes them directly to the relevant page in Business Central
• Once completed, the task can be marked as Completed

To clean up completed or outdated tasks, use the Delete User Tasks report. You can apply filters to remove specific tasks in bulk.

Using User Tasks in Business Central helps streamline workflows, improve accountability, and ensure critical tasks don’t fall through the cracks. Whether managing financial close checklists, tracking sales follow-ups, or organizing project milestones, this feature keeps teams aligned and efficient. Rand Group is a trusted Business Central consulting partner, helping businesses optimize their ERP system for better efficiency and productivity.

For more tips on optimizing Dynamics 365 Business Central or to fully utilize its features, contact Rand Group today.