Dynamics 365 Business Central: How To Set Up User Tasks

by | May 7, 2021 | Dynamics 365 Business Central

It’s that month-end time again. Did you know that Dynamics 365 Business Central has the functionality to help track month-end processes, both for users and for those that need visibility to the status of those activities?  Setting up User Tasks in D365 BC will provide that visibility. Once the user tasks are set up, users will be able to see the tasks they have been assigned and reports can be created to show the status of those tasks.

To set up User Tasks for Month-end activities in Dynamics 365 Business Central, navigate to User Tasks.

  • Enter in the subject of the task
  • Enter in a description of the task
  • Enter in either a specific use that is assigned to the task or set up a user task group such as Accounts Payable
  • Enter in the Due Date of the task
  • Enter in the Start Date of the task
  • Enter in the Priority of the task
  • Link the task to the page needed to complete the task, in this example I linked to the Purchase Invoice list page

** Tip – if you don’t know the Page ID of the list page, hit CTRL-ALT-F1 to open the Page Inspection – this will show the Page ID (screenshot below the User Task setup)

Because this task is repeated monthly, click on Recurrence at the top of the window to set the recurrence timing.

  • Enter in the start date of the task – in this example, the start date is 01/01/21
  • Enter in the frequency of the task – this is a monthly task so enter in 1M
  • Enter the number of times the task should occur – this task happens 1 time per month per year, so enter in 12

Once the Task is set up, the User Tasks are created and users assigned to the Task will see the list of tasks assigned on their home page.  The user can click on the tile and will be taken to the Pending User Task page.  From here, they can click on the appropriate month’s activity and either perform the work (click on the Go To Task Item selection on the ribbon) or complete the task.

Set up User Tasks

prior month accounts payable

Identify Page ID

identify page id

Set Recurrence for User Tasks

set recurrence for user tasks

User Tasks are created

user tasks are created

User Tasks assigned view on home page

user tasks assigned view on home page

Related Posts


Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul10:00 am11:00 amMastering the Production Floor

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

28jul10:00 am10:30 amLot Management for Batch Manufacturers in Life Sciences, Chemical and Food

28jul2:00 pm2:30 pmConsiderations for Successful Testing Plans for Major Releases of Dynamics 365 Finance and Supply Chain Management

29jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success


04aug2:00 pm2:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

10aug(aug 10)8:00 am11(aug 11)11:00 amPower BI for Dynamics 365 - Online Workshop

11aug10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

11aug12:00 pm12:30 pmBusiness Intelligence with Dynamics 365 Finance and Supply Chain Management – Game Changing Insights and Analytics

11aug2:00 pm2:30 pmUsing Technology to Manage Complex Sales Pricing, Commission, and Rebate Programs

18aug10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

18aug10:00 am12:00 pmIntro to Power BI for Dynamics 365 Business Central – Online Workshop

18aug12:00 pm1:00 pmSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!