Customer Service Task Audit Form
Use this form to comprehensively audit customer service task performance. Please complete all sections accurately.
Audit Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Auditor Name
*
First Name
Last Name
Task Type
*
Please Select
Inquiry
Complaint
Request
Feedback
Other
Task Description
*
Customer Type
*
Please Select
New Customer
Returning Customer
Business Client
Other
Interaction Channel
*
Phone
Email
Chat
In-person
Other
Actions Taken by Representative
*
Task Outcome
*
Resolved
Escalated
Pending
Unresolved
Quality of Task Handling (1 = Poor, 5 = Excellent)
*
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
Final Auditor Notes
Submit Audit
Should be Empty: