Customer tasks turn intent into accountable follow-up. Use them for calls, emails, quotes, collections, renewals, onboarding, and internal handoffs.

What this guide helps you do

• Create a task tied to the right customer record.
• Set owner, due date, priority, and context.
• Use task buckets to review overdue, today, upcoming, unscheduled, and completed work.

Before you start

• Open the correct customer, company, or opportunity record.
• Know the next action, owner, and due date.
• Decide whether the task is internal or customer-facing follow-up.

Do it manually

1. Open the customer record.
2. Choose Add task.
3. Enter a clear title, due date, owner, priority, and details.
4. Save the task and confirm it appears on the timeline or task workflow panel.
5. Use task buckets to review overdue, today, upcoming, no-date, and completed tasks.
6. Snooze, edit, complete, or delete a task when the work changes.

Ask Faster AI

• Review this customer and create the safest next follow-up task for tomorrow. Show me the task details before saving.
• Summarize overdue tasks for this customer and suggest which one should happen first.
• Turn these meeting notes into customer tasks with owners and due dates.

Review before saving or applying

• Check owner and due date before saving.
• Do not create vague tasks such as follow up without context.
• Review tasks tied to payments, complaints, or legal-sensitive topics manually.

Common issues and fixes

• If a task does not show in Today, check due date, completion status, and owner.
• If a task belongs to another record, recreate it on the correct record and close the mistaken one.
• If too many tasks are overdue, sort by priority and customer impact before bulk changes.

Customer 360 overview

For how tasks turn customer activity into dated follow-up instead of good intentions, read the Customer 360 overview. Customer 360: Every Interaction on One Timeline.

Referral systems for local businesses

For why high-value referral asks should often create a personal task instead of an automated message, read the referral strategy article. Referral Strategies for Local Businesses That Don't Feel Awkward.

Meeting write-ups with AI

For how meeting notes become useful only after every promise has an owner, due date, and customer record context, read the meeting write-up article. Meetings That Write Themselves Up.

Meeting-to-follow-up loop

For why every meeting promise needs an owner, due date, and customer record context, read the meeting-to-follow-up article. From Meeting to Follow-Up: AI Closes the Loop.

AI review replies

For how a new public review should become a timed follow-up task instead of an inbox intention, read the AI review replies article. Replying to Reviews with AI Without Sounding Like a Robot.

Connected workflows

• Review Money activity for a customer
• Create customer tasks and reminders
• Create a welcome journey
• Create a lead capture form

Placeholder media

• Screenshot placeholder: add an annotated screenshot of create customer tasks and reminders with customer names, emails, phone numbers, amounts, file names, and private notes blurred.
• Video placeholder: add a short walkthrough that starts in Customers, shows the manual path, then shows how to ask Faster AI and review the result before saving, sending, merging, or assigning work.

Related help

• Understand Customer 360
• Use customer activity for follow-up
• Review stale opportunities

Use it in daily operations

• Before saving, confirm the customer, company, owner, lifecycle stage, and next action are correct for the business process.
• When AI helps with customer context, ask it to summarize the record and list assumptions so a teammate can review without exposing private details publicly.
• Use tasks, notes, saved views, or pipeline updates to turn customer context into an explicit follow-up instead of leaving it only in the timeline.