Tasks make follow-up visible and assignable, so customer work does not depend on memory.

What this feature is for

• Tasks make follow-up visible and assignable, so customer work does not depend on memory.

When to use it

• A customer needs a callback, quote, payment reminder, onboarding step, or renewal follow-up.
• You need a teammate to own the next step.

Do it manually

1. Open the customer record.
2. Create a task from the activity composer or task panel.
3. Add a clear title, due date, owner, and priority.
4. Link the task to the relevant customer, company, or opportunity.
5. Review open tasks before closing the customer record.

Ask Faster AI

Create follow-up tasks from this customer conversation. Include owner, due date, priority, and what must be done before the task can be marked complete.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of create customer tasks and reminders.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Assign work and handoffs
• Use workflow views and filters