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. Click New task in the upper-right corner of the Tasks panel.
2. Enter a Task name.
3. Choose an Assignee.
   • By default, the task is assigned to you. 
   • To reassign it, click the Search dropdown, then select a team member from the list. To remove an assignee click the X next to their name.

4. The due date is set to today by default. To change it, click the date field and select a new date from the calendar.
5. To set a specific due time, check Add time and enter the time.

6. (Optional) Additional fields:
   • Add a Skill -.Click the Select skills dropdown and choose from the list.
   • Add a Customer - Start typing in a customer name and select a customer.
   • Add a Tag -. Click Write tags and enter the tags you want to apply.
   • Attach a file — Click Add attachment and select the file from your computer.

6. Enter the Task detail to describe the task.
7. When finished, click Create task.