Create customer tasks and reminders

Tasks turn customer context into action, especially when multiple teammates share follow-up.

Create the task

1. Open the customer, company, booking, invoice, or workflow record.
2. Write a task title that explains the action.
3. Set an owner and due date when the task has a deadline.

Work the task

1. Use customer activity before reaching out.
2. Complete the task when the action is done.
3. Add a note if the result matters for future follow-up.

Maintain task hygiene

1. Review overdue tasks regularly.
2. Reassign tasks when ownership changes.
3. Close stale tasks that no longer match the customer situation.

Good to know

• Tasks should describe a next action, not a vague idea.
• Use reminders for commitments made to customers.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.