Post-sales tasks
Post-sales tasks turn checklist requirements and customer commitments into assigned work. They can cover documents, agreements, payment setup, customer contact, collections handoff, internal review, and general operational actions.
Each task should have one clear owner, a due date, priority, status, and completion condition.
Creating a task
A useful task includes:
- specific title;
- customer and related checklist/contract context;
- description of the required work;
- owner;
- due date;
- priority;
- status;
- blocker, if known; and
- evidence or outcome expected at completion.
Weak:
Get documents.
Better:
Confirm Nadia Training's signed contract contains all pages and signatures, upload it to the correct customer record, and mark the document-readiness item complete by 16 July.
Working a task
- Open the customer and related source records.
- Confirm the task is still required.
- Review prior activity and dependencies.
- Perform the work.
- Upload or link evidence where appropriate.
- Record the outcome.
- Complete the task only after verification.
- Create or assign the next task when work remains.
Blocked tasks
Use Blocked only when progress depends on information, approval, another team, the customer, or an external party.
Record:
- blocker reason;
- responsible party;
- date identified;
- action already taken;
- next review date; and
- escalation point.
A task should not remain Blocked indefinitely without review.
Priorities
Use priority according to business impact:
- Urgent — immediate customer, financial, legal, inventory, or access risk.
- High — commitment due soon or significant downstream blocker.
- Normal — standard required work within the expected timeline.
- Low — non-urgent improvement or housekeeping.
Do not mark everything urgent.
Example: collections handoff task
A contract has started, but Collections has not received the account details.
- The task identifies customer, contract, due day, payment amount, first due date, and current balance.
- Administration verifies contract terms.
- Finance confirms payment setup.
- Collections owner accepts the handoff and schedules the first review.
- The outcome is recorded.
- Task is completed and the checklist item is updated.
Common mistakes
- Creating tasks without customer or source context.
- Assigning multiple owners without one accountable person.
- Marking complete before the document/payment/contract record is updated.
- Using Blocked with no reason.
- Moving due dates repeatedly without history.
- Leaving tasks open after the checklist/customer process is cancelled.