---
schema_version: "1"
id: 90ae3fa46f0ab982393a582e3741ae3485527d1d78280e2026942a43dac1a78d
title: Customer Tasks in Retail Execution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_customer_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_customer_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6d29518bf49d94462b49a2eb584712986d2589ca53c891ca855d8c82e0ff4f32
description: Customer tasks are requests, action items, and issues that a customer reports. Recording these tasks ensures that the reported issues aren’t missed or overlooked. Resolving these issues improves your relationship with your customer.
products:
  - Consumer Goods
release: "264"
---
# Customer Tasks in Retail Execution

Customer tasks are requests, action items, and issues that a customer reports. Recording these tasks ensures that the reported issues aren’t missed or overlooked. Resolving these issues improves your relationship with your customer.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

Customer tasks can either be created by supervisors and assigned to a rep or can be recorded by reps during customer visits. Multiple user roles such as sales rep, supervisor, and service manager can work collaboratively on customer tasks on mobile devices. You can create workflows to set up approval processes for customer tasks.

Customer tasks are always associated to a customer, and aren’t associated to a particular visit. Customer tasks inherit visibility settings from its related customer.

- **[Create a Customer Task Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_task_template.htm&release=264.0.0&type=5)**  
    Use customer task templates to quickly create a task for a customer. A customer task template defines the behavior of customer tasks. For example, to raise any asset service requests such as repair, maintenance, retirement, and replacement, a field service team can use the same customer task template.