Customer Service Task Checklist Format
Prepared By: [Your Name]
I. Task Description
Clearly describe the task that needs to be completed. Ensure the task is specific, such as "Respond to customer inquiries via phone" or "Resolve a billing issue."
II. Priority Level
Indicate the urgency of the task. Use categories like "High," "Medium," or "Low" to prioritize tasks based on customer impact or deadlines.
III. Assigned Representative
Name the individual responsible for completing the task. Ensure that the representative has the necessary skills and resources to handle the task.
IV. Completion Deadline
Set a realistic deadline for the task to be completed. Make sure the timeframe is reasonable based on the task’s complexity and customer expectations.
V. Completion Status
Mark the task as "Completed" or "Pending" once the representative has finished the task. This section helps track progress and ensure accountability.
VI. Notes or Additional Instructions
Include any special details that might help in completing the task, such as customer preferences, previous interactions, or specific solutions. This section can also be used to note any challenges or follow-up actions required.
Checklist Templates @ Template.net
