--- schema_version: "1" id: bb8e5369e27b7406812f77448151ce1a66d911cee650932ab0e849aff5f92552 title: Create a Customer Task collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_customertasks.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customertasks.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2ad8477bf7535ac2007b9c0fed5be2d7d479864a755a49b58f27b96e59d21b0f description: You can create a task for a customer only if you’re either a supervisor in a customer team or a manager of a customer. Create tasks for a customer by using a customer task template that's assigned to the customer. products: - Consumer Goods release: "264" --- # Create a Customer Task You can create a task for a customer only if you’re either a supervisor in a customer team or a manager of a customer. Create tasks for a customer by using a customer task template that's assigned to the customer. ### Required Editions
Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
User Permissions Needed
To create customer tasks:

CGCloud Supervisor

OR

CGCloud Retail Supervisor User AND CGCloud Retail User

OR

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User
1. From the App Launcher, find and select **Customer Tasks**, and then click **New**. 2. Select a customer name. 3. Select a customer task template. 4. Enter a description, and then select a priority. 5. Click **Create**, and then provide these details.
Field Description
Task Information
Customer Task Name Name of a customer task.
Customer Task Template Customer task template that's used to create a customer task. Only the templates that belong to the same sales org as the customer and for which Supervisor or Sales Rep are added as a user role are shown.
Customer Customer for whom a task is created.
Due Date Due date of a customer task.
Phase

Phase of a customer task. The options are:

  • Initial
  • Completed
  • Released
  • Canceled
Sales Org Sales org of a customer task.
Responsible Person responsible for creating a customer task.
Priority Priority of a customer task.
Accountable Person accountable for a customer task.
Classification

Classification of the customer task. The options are:

  • Inquiry
  • Complaint
  • Order
  • Placement
  • Service
  • Vehicle
  • Time Entry
  • Training
  • Company
  • Private
Asset Asset that's tagged to a customer. Sales org of an asset and the customer must be the same.
Description
Description Language 1/2/3/4 Description of a customer task in the languages that are configured for the sales org.
Notes
Note Short editable note that's related to a customer task.
6. Save your changes.