Team & Task Management

Make the most of your team’s time by automating accounts receivables tasks and using data to drive priority, action, and results.

Maximize and optimize your team’s time and energy by focusing on data-driven priorities. Monitor critical actions against your volume of work and allocate resources to prioritize managing risk and collecting cash.


“For the first time, we have visibility over all events and data. We are now able to efficiently drive credit control activity. This means that we can foresee scheduling conflicts and allocate resources to the areas that need the most attention.”

Mark Beddoe, Head of Financial Systems & Transactional Services

Focus On What Matters Most

Team & Task Management provides full visibility into your accounts receivable process, so your teams can dedicate more time to actions that impact business outcomes.

Automate Key AR Activities

Centralize tasks and team activities and apply automation to unlock greater flexibility and workflow intelligence.

  • Prioritize tasks by collection and risk to add workflow clarity and optimize team performance

  • Define alerts and allow users to create a prioritized list of tasks

  • Highlight and drill down into exceptions that users must investigate

  • Generate automated events based on recovery policy to ensure standardized prioritization across departments

  • Synchronize a dynamic calendar with other BlackLine solutions, such as Cash Application and Collections Management, to update to-do lists and follow-ups in real time

Measure Performance Individually & Collectively

Use reporting and dashboards to track user tasks and enhance productivity. Gain full visibility into completed, in-progress, and outstanding actions.

  • Monitor and analyze workloads, productivity, and the success of actions taken

  • Track critical actions against the volume of work and allocate resources to prioritize managing risk and collecting cash

  • Report on the volume of actions taken, including system generation time and user velocity

  • Measure and promote user productivity and effectiveness

Measure Workload Against Capacity & Importance

Track and orchestrate workload in real time to empower dynamic actions and produce results.

  • Gain a full overview of aging buckets and number of accounts, actions, and disputes to make an accurate assessment of work distribution

  • Review and understand the workload for each user in real time based on staff absence, annual leave constraints, and capacity

  • Realign tasks quickly and easily without changing account ownership

  • Define user hierarchy and team composition to enable alignment to business units or regions


Additional Resources