You can define Task Checklists under each customer in order to keep track of actions done by the task users. When you create a task, you can enable a checklist. In Smart Review, the Checklist panel shows the checklist items, and the task users can select or clear the items before setting the status to indicate what has been done.
Requirements: You must have a customer role at the customer level that includes the Modify Customer user right.
Select a customer and select Customer > Manage Checklists.