Customer Support Task Management Template

More customer-service templates

Streamline your customer support operations with this task management template designed to prioritize and allocate time to pressing customer issues. This template helps visualize task urgency and importance, ensuring no deadlines are missed and SLAs are met.

Utilize this template to enhance your team's efficiency, deliver timely support, and maintain high customer satisfaction.

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Customer Support Task Management for Priority Matrix

Customer Support Task Management in Priority Matrix

Efficiently manage and prioritize customer support tasks to meet SLAs and ensure prompt responses.

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Proposed Tasks

High Urgency, High Importance

  • Handle urgent customer complaint due in 1 day
    ☐ Identify the issue ☐ Contact the customer ☐ Resolve the issue
  • Handle customer support call due in 1 day
    ☐ Take call ☐ Resolve issue ☐ Follow up
  • Respond to customer support chat due in 1 day
    ☐ Read chat ☐ Prepare response ☐ Send response
  • Handle customer refund request due in 2 days
    ☐ Review request ☐ Process refund ☐ Notify customer
  • Review customer feedback due in 1 week
    ☐ Collect feedback ☐ Analyze feedback ☐ Prepare action plan
  • Conduct customer feedback survey due in 3 weeks
    ☐ Prepare survey ☐ Distribute survey ☐ Collect responses

Low Urgency, High Importance

  • Monitor customer support metrics due in 1 week
    ☐ Collect metrics ☐ Analyze metrics ☐ Prepare report
  • Review customer support performance due in 1 week
    ☐ Collect performance data ☐ Analyze data ☐ Prepare report
  • Prepare monthly customer support report due in 2 weeks
    ☐ Collect data ☐ Analyze data ☐ Prepare report
  • Plan customer support training due in 3 weeks
    ☐ Identify training needs ☐ Prepare training materials ☐ Schedule training
  • Update customer support policies due in 3 weeks
    ☐ Review current policies ☐ Identify updates ☐ Implement updates
  • Prepare for customer support training due in 3 weeks
    ☐ Identify training needs ☐ Prepare training materials ☐ Schedule training

High Urgency, Low Importance

  • Respond to customer support email due in 1 day
    ☐ Read email ☐ Prepare response ☐ Send response
  • Prepare for customer support meeting due in 2 days
    ☐ Review agenda ☐ Prepare materials ☐ Attend meeting
  • Update customer support guidelines due in 3 days
    ☐ Review current guidelines ☐ Identify areas for improvement ☐ Update guidelines
  • Schedule customer support team meeting due in 3 days
    ☐ Prepare agenda ☐ Schedule meeting ☐ Notify team
  • Update customer support software due in 1 week
    ☐ Identify updates ☐ Install updates ☐ Test updates

Low Urgency, Low Importance

  • Respond to non-urgent customer inquiry due in 2 days
    ☐ Review the inquiry ☐ Prepare response ☐ Send response
  • Maintain customer support FAQ due in 2 weeks
    ☐ Review current FAQ ☐ Update FAQ ☐ Publish updates
  • Organize customer support documentation due in 2 weeks
    ☐ Review current documentation ☐ Identify updates ☐ Implement updates