diff --git a/apps/api/src/gamification/gamification-admin.service.ts b/apps/api/src/gamification/gamification-admin.service.ts
index e7eff1e..c962e16 100644
--- a/apps/api/src/gamification/gamification-admin.service.ts
+++ b/apps/api/src/gamification/gamification-admin.service.ts
@@ -30,6 +30,7 @@ import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { type Actor, elevated } from '../common/record-scope';
 import { dayKeyToDate, tehranDayKey, addDays } from '../routines/routine-dates';
+import { internalRoutineTaskWhere } from '../routines/internal-routine';
 import { normalizeLevels, periodStart, previousPeriod, sanitizeConditions } from './gamification-engine';
 import { GamificationService, parsePeriod, toRuleDto } from './gamification.service';
 import type {
@@ -751,6 +752,7 @@ export class GamificationAdminService {
           organizationId,
           status: { not: 'cancelled' },
           scheduledFor: { gte: dayKeyToDate(fromKey), lte: dayKeyToDate(toKey) },
+          ...internalRoutineTaskWhere,
         };
         const [total, done] = await Promise.all([
           this.prisma.routineTask.count({ where }),
diff --git a/apps/api/src/routines/internal-routine.ts b/apps/api/src/routines/internal-routine.ts
new file mode 100644
index 0000000..dee14ef
--- /dev/null
+++ b/apps/api/src/routines/internal-routine.ts
@@ -0,0 +1,26 @@
+import { Prisma, type RoutineTaskSource } from '@prisma/client';
+
+/**
+ * کارهای روتین فقط کار داخلی تیم است.
+ * پیگیری، لید، مشتری و معامله روی پرونده خودشان می‌مانند و وارد میز روتین نمی‌شوند.
+ */
+export const internalRoutineTaskWhere: Prisma.RoutineTaskWhereInput = {
+  source: { in: ['routine', 'manual'] },
+  leadId: null,
+  personId: null,
+  companyId: null,
+  dealId: null,
+  invoiceId: null,
+  activityId: null,
+};
+
+/** فیلتر میز روتین. منبع مشتری حتی اگر صریحاً خواسته شود وارد لیست نمی‌شود. */
+export function deskRoutineTaskWhere(
+  source?: RoutineTaskSource | null,
+): Prisma.RoutineTaskWhereInput {
+  if (source === 'routine' || source === 'manual') {
+    return { ...internalRoutineTaskWhere, source };
+  }
+  if (source) return { AND: [internalRoutineTaskWhere, { source }] };
+  return internalRoutineTaskWhere;
+}
diff --git a/apps/api/src/routines/routine-reminders.service.ts b/apps/api/src/routines/routine-reminders.service.ts
index 8d88156..d46851c 100644
--- a/apps/api/src/routines/routine-reminders.service.ts
+++ b/apps/api/src/routines/routine-reminders.service.ts
@@ -3,6 +3,7 @@ import { Cron } from '@nestjs/schedule';
 import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { dayKeyToDate, tehranDayKey, tehranHour, toFaDigits } from './routine-dates';
+import { internalRoutineTaskWhere } from './internal-routine';
 
 const TIME_FMT = new Intl.DateTimeFormat('fa-IR', {
   timeZone: 'Asia/Tehran',
@@ -44,6 +45,7 @@ export class RoutineRemindersService {
         status: { in: ['todo', 'in_progress'] },
         reminderAt: { lte: now },
         reminderSentAt: null,
+        ...internalRoutineTaskWhere,
       },
       select: { id: true, organizationId: true, assigneeId: true, title: true, dueAt: true, reminderAt: true },
       take: 300,
@@ -76,7 +78,7 @@ export class RoutineRemindersService {
   /** هشدار Task اجباری که مهلتش گذشته («… هنوز انجام نشده») */
   private async sendOverdueAlerts() {
     const rows = await this.prisma.routineTask.findMany({
-      where: { status: 'overdue', isMandatory: true, overdueNotifiedAt: null },
+      where: { status: 'overdue', isMandatory: true, overdueNotifiedAt: null, ...internalRoutineTaskWhere },
       select: { id: true, organizationId: true, assigneeId: true, title: true },
       take: 300,
     });
@@ -114,7 +116,11 @@ export class RoutineRemindersService {
 
     const groups = await this.prisma.routineTask.groupBy({
       by: ['organizationId', 'assigneeId'],
-      where: { scheduledFor: todayDate, status: { in: ['todo', 'in_progress'] } },
+      where: {
+        scheduledFor: todayDate,
+        status: { in: ['todo', 'in_progress'] },
+        ...internalRoutineTaskWhere,
+      },
       _count: { _all: true },
     });
     if (!groups.length) return;
diff --git a/apps/api/src/routines/routine-stats.service.ts b/apps/api/src/routines/routine-stats.service.ts
index c072c3d..9ee68e4 100644
--- a/apps/api/src/routines/routine-stats.service.ts
+++ b/apps/api/src/routines/routine-stats.service.ts
@@ -18,6 +18,7 @@ import type {
 } from '@mento/shared';
 import type { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
+import { deskRoutineTaskWhere, internalRoutineTaskWhere } from './internal-routine';
 import type { RoutineRangeQueryDto } from './dto';
 import { describeRecurrence } from './recurrence';
 import { routineRule } from './routine-mapper';
@@ -118,6 +119,7 @@ export class RoutineStatsService {
         organizationId,
         assigneeId: userId,
         scheduledFor: { gte: dayKeyToDate(from), lte: dayKeyToDate(day) },
+        ...internalRoutineTaskWhere,
       },
       select: { scheduledFor: true, status: true },
     });
@@ -155,6 +157,7 @@ export class RoutineStatsService {
         isMandatory: true,
         status: { not: 'cancelled' },
         scheduledFor: { gte: dayKeyToDate(addDays(today, -180)), lte: dayKeyToDate(today) },
+        ...internalRoutineTaskWhere,
       },
       _count: { _all: true },
     });
@@ -437,8 +440,8 @@ export class RoutineStatsService {
         organizationId,
         assigneeId: { in: userIds },
         scheduledFor: { gte: dayKeyToDate(from), lte: dayKeyToDate(to) },
+        ...deskRoutineTaskWhere(q.source),
         ...(q.categoryId ? { categoryId: q.categoryId } : {}),
-        ...(q.source ? { source: q.source } : {}),
         ...(q.status ? { status: q.status } : {}),
       },
       select: statSelect,
diff --git a/apps/api/src/routines/routine-tasks.service.ts b/apps/api/src/routines/routine-tasks.service.ts
index 57db1cc..edbaa4f 100644
--- a/apps/api/src/routines/routine-tasks.service.ts
+++ b/apps/api/src/routines/routine-tasks.service.ts
@@ -47,6 +47,7 @@ import {
   tehranDateTime,
   tehranDayKey,
 } from './routine-dates';
+import { deskRoutineTaskWhere, internalRoutineTaskWhere } from './internal-routine';
 
 const OPEN_STATUSES: RoutineTaskStatus[] = ['todo', 'in_progress', 'overdue'];
 
@@ -84,6 +85,7 @@ export class RoutineTasksService {
           assigneeId: target,
           scheduledFor: dayDate,
           status: { not: 'cancelled' },
+          ...internalRoutineTaskWhere,
           ...deep,
         },
         include: routineTaskInclude,
@@ -95,6 +97,7 @@ export class RoutineTasksService {
           assigneeId: target,
           status: 'overdue',
           scheduledFor: { lt: dayDate },
+          ...internalRoutineTaskWhere,
           ...deep,
         },
         include: { ...routineTaskInclude, routine: { select: { ...routineTaskInclude.routine.select, carryOverOverdue: true } } },
@@ -141,10 +144,16 @@ export class RoutineTasksService {
           assigneeId: actor.userId,
           scheduledFor: day,
           status: { in: ['todo', 'in_progress'] },
+          ...internalRoutineTaskWhere,
         },
       }),
       this.prisma.routineTask.count({
-        where: { organizationId: actor.organizationId, assigneeId: actor.userId, status: 'overdue' },
+        where: {
+          organizationId: actor.organizationId,
+          assigneeId: actor.userId,
+          status: 'overdue',
+          ...internalRoutineTaskWhere,
+        },
       }),
     ]);
     return { remaining, overdue };
@@ -158,6 +167,7 @@ export class RoutineTasksService {
       where: {
         organizationId: actor.organizationId,
         status: 'overdue',
+        ...internalRoutineTaskWhere,
         ...filter,
         ...this.deepWhere(actor),
       },
@@ -179,9 +189,9 @@ export class RoutineTasksService {
       scheduledFor: { gte: dayKeyToDate(from), lte: dayKeyToDate(to) },
       ...filter,
       ...this.deepWhere(actor),
+      ...deskRoutineTaskWhere(q.source),
       ...(q.categoryId ? { categoryId: q.categoryId } : {}),
       ...(q.status ? { status: q.status } : {}),
-      ...(q.source ? { source: q.source } : {}),
     };
     const rows = await this.prisma.routineTask.findMany({
       where,
@@ -311,46 +321,10 @@ export class RoutineTasksService {
     return toTaskDto(row);
   }
 
-  async createFromActivity(actor: Actor, activityId: string): Promise<RoutineTaskDto> {
-    const activity = await this.prisma.activity.findFirst({
-      where: { id: activityId, organizationId: actor.organizationId },
-      select: {
-        id: true,
-        title: true,
-        description: true,
-        dueAt: true,
-        priority: true,
-        personId: true,
-        companyId: true,
-        dealId: true,
-        assigneeId: true,
-      },
-    });
-    if (!activity) throw new NotFoundException('پیگیری پیدا نشد');
-
-    const existing = await this.prisma.routineTask.findFirst({
-      where: { organizationId: actor.organizationId, activityId, status: { not: 'cancelled' } },
-      include: routineTaskInclude,
-    });
-    if (existing) return toTaskDto(existing);
-
-    const scope = await this.scope(actor);
-    const assigneeId =
-      activity.assigneeId && canManage(scope, activity.assigneeId)
-        ? activity.assigneeId
-        : actor.userId;
-    return this.create(actor, {
-      title: activity.title,
-      description: activity.description,
-      dueAt: activity.dueAt?.toISOString() ?? null,
-      priority: activity.priority,
-      assigneeId,
-      personId: activity.personId,
-      companyId: activity.companyId,
-      dealId: activity.dealId,
-      activityId: activity.id,
-      source: 'follow_up',
-    });
+  async createFromActivity(_actor: Actor, _activityId: string): Promise<RoutineTaskDto> {
+    throw new BadRequestException(
+      'پیگیری مشتری در کارهای روتین ثبت نمی‌شود. کارهای روتین فقط برای کار داخلی تیم است.',
+    );
   }
 
   async update(actor: Actor, id: string, dto: UpdateRoutineTaskDto): Promise<RoutineTaskDto> {
diff --git a/apps/web/src/components/routines/QuickTaskModal.vue b/apps/web/src/components/routines/QuickTaskModal.vue
index 9db37cd..6e9a8a8 100644
--- a/apps/web/src/components/routines/QuickTaskModal.vue
+++ b/apps/web/src/components/routines/QuickTaskModal.vue
@@ -23,7 +23,6 @@ import {
   Typography,
 } from 'ant-design-vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
-import EntityLinkPicker, { type PickedEntity } from '@/components/routines/EntityLinkPicker.vue';
 import { api } from '@/lib/api';
 import {
   ENTITY_TYPE_LABELS,
@@ -64,7 +63,6 @@ const form = reactive({
   categoryId: '',
   assigneeId: '',
   isMandatory: false,
-  entity: null as PickedEntity | null,
 });
 const saving = ref(false);
 const error = ref('');
@@ -110,7 +108,6 @@ watch(
       categoryId: '',
       assigneeId: props.defaultAssigneeId || auth.user?.id || '',
       isMandatory: false,
-      entity: null,
     });
     error.value = '';
     void ensureContext();
@@ -138,14 +135,14 @@ async function submit() {
     error.value = 'عنوان کار را وارد کنید.';
     return Promise.reject();
   }
-  const link = props.preset ?? form.entity;
+  const link = props.preset;
   const body: CreateRoutineTaskRequest = {
     title: form.title.trim(),
     description: form.description.trim() || null,
     priority: form.priority,
     categoryId: form.categoryId || null,
     assigneeId: form.assigneeId || null,
-    isMandatory: form.isMandatory,
+    isMandatory: link ? false : form.isMandatory,
     source: sourceFor(link?.type),
     scheduledFor: form.date || todayKey(),
     dueAt: form.time ? localInputToIso(form.date || todayKey(), form.time) : null,
@@ -182,7 +179,7 @@ async function submit() {
         <a-form-item label="عنوان" required>
           <a-input
             v-model:value="form.title"
-            placeholder="مثلاً: تماس با مشتری برای پیگیری پیش‌فاکتور"
+            placeholder="مثلاً: آماده‌سازی گزارش هفتگی تیم"
             :maxlength="200"
           />
         </a-form-item>
@@ -229,16 +226,20 @@ async function submit() {
           />
         </a-form-item>
       </a-col>
-      <a-col :span="24">
-        <a-form-item label="اتصال به پرونده">
-          <a-space v-if="preset" :size="8">
+      <a-col v-if="preset" :span="24">
+        <a-form-item label="پرونده">
+          <a-space :size="8">
             <a-tag :bordered="false">{{ ENTITY_TYPE_LABELS[preset.type] }}</a-tag>
             <a-typography-text strong>{{ preset.label }}</a-typography-text>
           </a-space>
-          <EntityLinkPicker v-else v-model="form.entity" />
         </a-form-item>
+        <a-alert
+          type="info"
+          show-icon
+          message="این کار روی همین پرونده می‌ماند و در برنامه روزانه کارهای روتین دیده نمی‌شود."
+        />
       </a-col>
-      <a-col :span="24">
+      <a-col v-else :span="24">
         <a-checkbox v-model:checked="form.isMandatory">
           کار اجباری (در امتیاز روزانه و Streak حساب می‌شود)
         </a-checkbox>
diff --git a/apps/web/src/components/routines/RelatedTasksPanel.vue b/apps/web/src/components/routines/RelatedTasksPanel.vue
index 64153f3..7de94a2 100644
--- a/apps/web/src/components/routines/RelatedTasksPanel.vue
+++ b/apps/web/src/components/routines/RelatedTasksPanel.vue
@@ -1,6 +1,5 @@
 <script setup lang="ts">
 import { computed, ref, watch } from 'vue';
-import { useRouter } from 'vue-router';
 import {
   Alert as AAlert,
   Button as AButton,
@@ -19,7 +18,14 @@ import RoutineTaskRow, { type RoutineTaskRowAction } from '@/components/routines
 import RoutineTaskModals from '@/components/routines/RoutineTaskModals.vue';
 import { api } from '@/lib/api';
 import { toFaDigits } from '@/lib/jalali';
-import { apiError, isOpenStatus } from '@/lib/routines';
+import {
+  ROUTINE_TASK_STATUS_LABELS,
+  apiError,
+  formatDayNumeric,
+  formatTime,
+  hasExplicitTime,
+  isOpenStatus,
+} from '@/lib/routines';
 import { useRoutineTaskActions } from '@/lib/useRoutineTaskActions';
 import { useAuthStore } from '@/stores/auth';
 
@@ -38,7 +44,6 @@ const props = withDefaults(
   },
 );
 
-const router = useRouter();
 const auth = useAuthStore();
 
 const enabled = computed(() => {
@@ -51,6 +56,7 @@ const loading = ref(false);
 const error = ref('');
 const showClosed = ref(false);
 const quickOpen = ref(false);
+const detail = ref<RoutineTaskDto | null>(null);
 
 async function load() {
   if (!enabled.value || !props.entity.id) return;
@@ -73,6 +79,7 @@ watch(() => `${props.entity.type}:${props.entity.id}`, load, { immediate: true }
 const actions = useRoutineTaskActions((updated) => {
   const i = items.value.findIndex((t) => t.id === updated.id);
   if (i >= 0) items.value[i] = updated;
+  if (detail.value?.id === updated.id) detail.value = updated;
 });
 
 function onAction(kind: RoutineTaskRowAction, task: RoutineTaskDto) {
@@ -88,7 +95,7 @@ const open = computed(() => items.value.filter((t) => isOpenStatus(t.status)));
 const closed = computed(() => items.value.filter((t) => !isOpenStatus(t.status)));
 
 function openTask(t: RoutineTaskDto) {
-  void router.push({ path: '/routines', query: { task: t.id } });
+  detail.value = t;
 }
 
 function onCreated(t: RoutineTaskDto) {
@@ -182,5 +189,27 @@ function onCreated(t: RoutineTaskDto) {
 
     <QuickTaskModal :open="quickOpen" :preset="entity" @close="quickOpen = false" @created="onCreated" />
     <RoutineTaskModals :actions="actions" />
+    <a-drawer :open="detail != null" title="جزئیات کار" @close="detail = null">
+      <template v-if="detail">
+        <a-typography-paragraph v-if="detail.description">{{ detail.description }}</a-typography-paragraph>
+        <a-descriptions :column="1">
+          <a-descriptions-item label="وضعیت">
+            {{ ROUTINE_TASK_STATUS_LABELS[detail.status] }}
+          </a-descriptions-item>
+          <a-descriptions-item label="مسئول">
+            {{ detail.assignee?.fullName || '—' }}
+          </a-descriptions-item>
+          <a-descriptions-item label="روز برنامه">
+            {{ formatDayNumeric(detail.scheduledFor) }}
+          </a-descriptions-item>
+          <a-descriptions-item label="مهلت">
+            {{ detail.dueAt && hasExplicitTime(detail) ? formatTime(detail.dueAt) : 'تا پایان روز' }}
+          </a-descriptions-item>
+        </a-descriptions>
+        <a-typography-paragraph v-if="detail.resultNote" :style="{ marginTop: '12px' }">
+          {{ detail.resultNote }}
+        </a-typography-paragraph>
+      </template>
+    </a-drawer>
   </a-card>
 </template>
diff --git a/apps/web/src/components/routines/RoutineTaskDrawer.vue b/apps/web/src/components/routines/RoutineTaskDrawer.vue
index 1ba10e1..74d52c6 100644
--- a/apps/web/src/components/routines/RoutineTaskDrawer.vue
+++ b/apps/web/src/components/routines/RoutineTaskDrawer.vue
@@ -97,6 +97,11 @@ const actions = useRoutineTaskActions((updated) => {
 });
 
 const isOpen = computed(() => (task.value ? isOpenStatus(task.value.status) : false));
+const customerTask = computed(() => {
+  const t = task.value;
+  if (!t) return false;
+  return (t.source !== 'routine' && t.source !== 'manual') || t.entities.length > 0;
+});
 const done = computed(() => task.value?.status === 'completed');
 const canManage = computed(() => !!shell?.context.value?.isManager);
 const priorities = Object.entries(PRIORITY_LABELS) as Array<[ActivityPriority, string]>;
@@ -190,10 +195,13 @@ function eventText(ev: RoutineTaskEventDto): string {
         </div>
         <h3 class="td-title" :class="{ done }">{{ task.title }}</h3>
         <p v-if="task.description" class="td-desc">{{ task.description }}</p>
+        <p v-if="customerTask" class="note">
+          این کار مربوط به پرونده است و در برنامه روزانه کارهای روتین نیست.
+        </p>
       </section>
 
       <!-- اکشن اصلی -->
-      <section v-if="!editing" class="td-actions">
+      <section v-if="!editing && !customerTask" class="td-actions">
         <UiButton
           v-if="isOpen"
           variant="success"
@@ -370,7 +378,7 @@ function eventText(ev: RoutineTaskEventDto): string {
       </section>
     </div>
 
-    <template v-if="task && !editing" #footer>
+    <template v-if="task && !editing && !customerTask" #footer>
       <UiButton variant="ghost" size="sm" @click="startEdit">
         <template #icon><UiIcon name="pencil" :size="14" /></template>
         ویرایش
diff --git a/apps/web/src/views/ActivityDetailView.vue b/apps/web/src/views/ActivityDetailView.vue
index ad1902a..59ee067 100644
--- a/apps/web/src/views/ActivityDetailView.vue
+++ b/apps/web/src/views/ActivityDetailView.vue
@@ -296,29 +296,6 @@ async function remove() {
   }
 }
 
-const routinesEnabled = computed(() => {
-  const mods = auth.user?.enabledModules;
-  return !mods || mods.includes('routines');
-});
-const converting = ref(false);
-
-/** پیگیری → Task در «کارهای روتین» (تکراری نمی‌سازد) */
-async function convertToTask() {
-  if (!id.value || converting.value) return;
-  converting.value = true;
-  error.value = '';
-  try {
-    const { data } = await api.post<{ id: string }>(`/routine-tasks/from-activity/${id.value}`);
-    moreOpen.value = false;
-    void router.push({ path: '/routines', query: { task: data.id } });
-  } catch (e) {
-    const msg = (e as { response?: { data?: { message?: string | string[] } } }).response?.data?.message;
-    error.value = Array.isArray(msg) ? msg.join('، ') : (msg ?? 'تبدیل به Task ممکن نشد.');
-  } finally {
-    converting.value = false;
-  }
-}
-
 watch(id, () => {
   commentOpen.value = false;
   postponeOpen.value = false;
@@ -344,9 +321,6 @@ onMounted(() => {
         </button>
         <div v-if="moreOpen && activity" class="menu">
           <RouterLink :to="{ name: 'activity-edit', params: { id } }">ویرایش</RouterLink>
-          <button v-if="routinesEnabled" type="button" :disabled="converting" @click="convertToTask">
-            تبدیل به Task
-          </button>
           <button type="button" class="danger" @click="remove">حذف</button>
         </div>
       </div>
diff --git a/apps/web/src/views/routines/RoutinesShellView.vue b/apps/web/src/views/routines/RoutinesShellView.vue
index d0b5b0c..e09c488 100644
--- a/apps/web/src/views/routines/RoutinesShellView.vue
+++ b/apps/web/src/views/routines/RoutinesShellView.vue
@@ -101,7 +101,7 @@ const hideHeader = computed(() => route.name === 'routine-new' || route.name ===
 <template>
   <section class="crm-page routines-shell">
     <template v-if="!hideHeader">
-      <UiPageHeader title="کارهای روتین" lead="برنامه روزانه، روتین‌های تکرارشونده و پیگیری انجام کارها">
+      <UiPageHeader title="کارهای روتین" lead="برنامه روزانه و کارهای داخلی تیم">
         <template #actions>
           <RouterLink to="/routines/settings" class="icon-link" title="تنظیمات یادآوری و اعلان‌ها">
             <UiIcon name="bell" :size="17" />
diff --git a/apps/web/src/views/routines/RoutinesTeamView.vue b/apps/web/src/views/routines/RoutinesTeamView.vue
index f78e5f0..0c83dcd 100644
--- a/apps/web/src/views/routines/RoutinesTeamView.vue
+++ b/apps/web/src/views/routines/RoutinesTeamView.vue
@@ -51,7 +51,9 @@ const f = reactive({
 const users = computed(() => shell.context.value?.users ?? []);
 const teams = computed(() => shell.context.value?.teams ?? []);
 const categories = computed(() => shell.context.value?.categories ?? []);
-const sources = Object.entries(ROUTINE_TASK_SOURCE_LABELS) as Array<[RoutineTaskSource, string]>;
+const sources = (['routine', 'manual'] as const).map(
+  (key) => [key, ROUTINE_TASK_SOURCE_LABELS[key]] as [RoutineTaskSource, string],
+);
 const statuses = Object.entries(ROUTINE_TASK_STATUS_LABELS) as Array<[RoutineTaskStatus, string]>;
 
 const query = computed<RoutineStatsQuery>(() => {