Tasks are typically generated automatically when customers reach out through different channels—like calls, emails, or chat. That way, nothing slips through the cracks. But sometimes, you might need to create a task yourself.

Let’s say a customer calls with a special request that needs follow-up, like a product customization or a billing question that requires approval. Instead of trying to remember it later, you can quickly create a task, assign it to the right team member, and set a due date to keep things moving.

Use this guide to learn how to create a task and ensure it’s properly assigned and tracked.

1. Tap Task.
2. Tap the plus icon to start a new task.
3. Enter a Task name.
4. Choose an Assignee.
• By default, the task is assigned to you.
• To reassign it, tap the profile icon, then select a team member from the list.

5. Tap the calendar icon , choose a due date, select the time to edit it, enter the desired time, and then tap Confirm.
6. Enter the Task detail to describe the task.

7. (Optional) Tap Show more to expand additional fields:
• Add a Skill - Tap the edit icon , select the relevant skill, then tap Confirm.
• Add a Customer - Tap the edit icon , then choose a contact from the list or use the search box, then tap Confirm.
8. When finished, tap Create task.