> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-a-customer-card.md).

# Create a task from a customer card

Create a task from a customer card when the follow-up belongs to one customer.

The customer is linked automatically.

{% hint style="info" %}
You can create tasks only for existing customers and contact persons.
{% endhint %}

{% stepper %}
{% step %}

### Open CRM

Go to **CRM** in the left menu.
{% endstep %}

{% step %}

### Open the customer

Search for the customer you need.

Then open the customer card.
{% endstep %}

{% step %}

### Open Tasks

Select **Tasks**.

Then click **Add**.
{% endstep %}

{% step %}

### Enter the task name

Enter at least the task title.

This is the only required field.
{% endstep %}

{% step %}

### Add the remaining details

Optionally set the owner, employees, dates, category, and priority.
{% endstep %}

{% step %}

### Choose a save option

Save the task in the way that fits your flow.
{% endstep %}
{% endstepper %}

### Save options

* **Save** — save the task
* **Save, email and close** — save and send an email
* **Save and create follow-up task** — save and start the next task

### Frequently asked questions

<details>

<summary>Is the customer filled in automatically?</summary>

Yes.

That is the main advantage of this flow.

</details>

<details>

<summary>Can I create a task from anywhere else too?</summary>

Yes.

You can also use the start menu.

</details>

<details>

<summary>Can I create a follow-up task right away?</summary>

Yes.

Use **Save and create follow-up task**.

</details>

### Related topics

* [**Tasks**](/marketplace-packages-and-power-ups/power-ups/tasks.md)
* [**Create a task from the start menu**](/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-the-start-menu.md)
* [**Customers**](/backoffice/backoffice/customers.md)


---

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