# How do I create a customer task in Rekaz?

Source: https://help.rekaz.io/en/articles/16425163-how-do-i-create-a-customer-task-in-rekaz
Updated: 2026-08-20

A customer task keeps the follow-up linked to the correct customer and assigned to the responsible Rekaz user.

  

Use a clear task description and deadline, then review the customer and assignee before submitting.

  

# Steps

1.  From the Rekaz sidebar, select Tasks.
    
    _The Tasks page opens._
    
2.  Select New Task.
    
    _The New Task dialog opens._
    
3.  Open Customer and choose the customer that the task relates to.
    
    _The selected customer appears in the New Task dialog._
    
4.  In The task, enter a clear description of the follow-up or work required.
    
    _The task description appears in the form._
    
5.  Select Deadline Date and choose when the task should be completed.
    
    _The selected deadline date appears in the form._
    
6.  Open Assign to User and choose the responsible Rekaz user.
    
    _The selected user appears as the task assignee._
    
7.  Review the customer, task description, deadline, and assignee, then select Submit.
    
    _The task is created and appears on the Tasks page._
    

  

# Illustrated guide

**Step 1:** Open Tasks from the Rekaz sidebar.

  

[![Open Tasks from the Rekaz sidebar.](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618826409/bd84ec4e1208f9b45806c1bb5337/obs7s7.png?expires=1787961600&signature=f0e973581e0e602c1ca5d5213f75544310f64099f4d20f97055783ea301a7c49&req=diYmHsF8m4VfUPMW3nq%2BgYCKqtWBFFI4Jzk2jrLmMaS4rkxUK76wGbkn5tHv%0Au7n%2B%2F3rT8%2FJrHBce%2FsRMGZYB43o%3D%0A)](https://files.catbox.moe/obs7s7.png)

  

**Step 2:** Open the New Task dialog.

  

[![Open the New Task dialog. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618826461/cf4859bb9662becc6981ce629399/h3geuk.png?expires=1787961600&signature=96dabf575c54927a9a857251330974cd5000a837928533ce78b8e9b8a8fa0098&req=diYmHsF8m4VZWPMW3nq%2BgevJHDOxHe22dVzO%2FLjwQXQdSGD%2BnUAKtAvv6BJt%0ARlhZaAkolt6%2F9dQtIdRPikWtC3g%3D%0A)](https://files.catbox.moe/h3geuk.png)

  

**Step 3:** Choose the customer for the task.

  

[![Choose the customer for the task. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618826519/071de1b262a1fafdcfd695e23949/lsywo0.png?expires=1787961600&signature=92b7556749b7d50d7f12379262f92ed4b91d2b330336f66cc9c2187125aaaba3&req=diYmHsF8m4ReUPMW3nq%2BgU9JCTSSQXxvjME1cHH458mdqjL5Gc5tWu%2Fy9MHY%0ALiz3hHk97QQs1w0juyCnw%2B7TsVA%3D%0A)](https://files.catbox.moe/lsywo0.png)

  

**Step 4:** Enter the customer task description.

  

[![Enter the customer task description. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618826577/25d508becedb3ef46774a3ef90ac/gqj5u9.png?expires=1787961600&signature=32d8df8ef1eb23120561b35d62ba3f8c00f3c9dcf84732347cd1e640e0178f59&req=diYmHsF8m4RYXvMW3nq%2BgacyVIoW%2Fd2mQ2M1M4B%2FuJxAOG5nr%2Fm2hAXZ6S7q%0A%2FfxIdHBTfAvFUJiOfqpk9eQNeH0%3D%0A)](https://files.catbox.moe/gqj5u9.png)

  

**Step 5:** Set the customer task deadline.

  

[![Set the customer task deadline. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618826619/ee4a4ca07e3b9373135611bf0b3a/0ztbba.png?expires=1787961600&signature=02a71cc22c8982ed105c2bd9677c44d0bea639eda610c0fe3acb983cbebde573&req=diYmHsF8m4deUPMW3nq%2BgSl1LzAFpEzSGK97gOtmmoPz3fB8xFAY7ti%2FVhQR%0AYlzbgVHrNbiF4G9DON2SIa8MRQc%3D%0A)](https://files.catbox.moe/0ztbba.png)

  

**Step 6:** Assign the customer task to a Rekaz user.

  

[![Assign the customer task to a Rekaz user.](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618826660/644928ecde79e8fda769f250bbfd/tadchr.png?expires=1787961600&signature=1764b478397bafe352ae9de44bf34cb9e0923946ed1995f82ec297756cfe0213&req=diYmHsF8m4dZWfMW3nq%2BgSmE9%2BF9po4fEyl79ho1DngEzIjXhmuBUXoInv6Q%0AtuiFIaCW4fd6oSq1RjrxkUHMo7g%3D%0A)](https://files.catbox.moe/tadchr.png)

  

**Step 7:** Submit the new customer task.

  

[![Submit the new customer task. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618826690/1262916a75890ad47f765936afd9/tczkf9.png?expires=1787961600&signature=25e13233459474622a501dbed8962bca7c2c3a365b042bd712cb67f7a6f5c5a8&req=diYmHsF8m4dWWfMW3nq%2BgWJ9cjxUDK8hRrtoqTIHyZNrs%2Ba%2FXkzKcP7Ihc7a%0AZqX%2BHsPnGl3NCChxB12oFb9njFs%3D%0A)](https://files.catbox.moe/tczkf9.png)

  

# Important notes

  

The customer selection is what links the task to the customer’s record.

  

-   Use a clear task description.
    
-   Choose a suitable deadline date.
    

  

# Related questions

-   How do I add a task to a customer in Rekaz?
    
-   Where can I link a follow-up to a customer in Rekaz?
    
-   How do I assign a task to an employee in Rekaz?