Tasks about a customer

Use a customer task for a promise about the person rather than a job: call about a decision, ask for a missing detail, or remember an errand for the next conversation. It stays with the customer even when there is no open order.

Add the task where the customer lives

1. 1

   Step 1: Open the Tasks card

   Open the customer in Customers, choose Notes and find Tasks. Open tasks are shown before completed ones.

2. 2

   Step 2: Write the promise

   Fill in Task title. You can also choose a Due date, use Assign to for a team member, and add a Task note. Leave the assignee at Anyone when the next available person can handle it.

3. 3

   Step 3: Save it

   Press Add task. The card orders open work by due date, with undated tasks after the dated ones, and shows the assignee and note beside the line.

Work the list across customers

Open Follow-ups and use People to call. Its Open tasks about customers table gathers unfinished customer tasks for the current shop, plus tasks that belong to no particular shop. It starts with the soonest due task and puts undated work last. The Due, Customer and Task headings can each change the ordering.

A task becomes overdue only after its due calendar day has passed in the shop's timezone. A task due today is still due today, even when UTC has already moved to tomorrow. Practice and test tasks do not enter a live shop's worklist or count.

Finish it without losing the trail

Press Done from the customer or from People to call. The task leaves the open worklist, but remains under Done on the customer's Tasks card with the person and day that completed it. A double press does not rewrite that first completion. If it was ticked by mistake, press Reopen to clear the completion and return it to open work.

Use delete only when the task itself was a mistake. The card asks Delete this task? and explains that Yes, delete it moves it to Trash for 30 days; Keep it backs out. Mark real completed work Done instead, so the customer record keeps the answer to who did it and when.