Create and Manage Customer Follow-up Tasks
Assign due-dated customer or order follow-ups to administrators and Shop Managers.
Applies to 1.2.2+
Free
Stable
Verified August 3, 2026
Tasks connect a customer, optional order, assignee, priority, due date, status, reminders, and timeline events.
Open the feature
Go to Customers > Tasks.
Before you start
- Review which users may receive customer context by email.
Recommended workflow
- Create a task from Tasks, a profile, a bulk action, or an order.
- Set a clear title, priority, due date, assignee, and optional order.
- Complete or reopen the task as work changes.
- Use due-soon and overdue filters for daily review.
What success looks like
- The assignee can open the customer and order context.
- Completed and reopened actions remain in history.
Important notes
- Task notifications depend on WordPress/WooCommerce email delivery.
Release and support resources
Continue from Customer Intelligence for WooCommerce documentation to the complete product workflow.
Review the product page for the current release, installation options, and support resources.
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