> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete tasks

> Work through your queue and record each outcome.

export const ThemedImageFrame = ({lightSrc, darkSrc, alt, caption}) => <Frame caption={caption}>
    <div className="block w-full dark:hidden">
      <OptimizedImage className="w-full" src={lightSrc} alt={(alt ?? caption) ?? ""} />
    </div>
    <div className="hidden w-full dark:block">
      <OptimizedImage className="w-full" src={darkSrc} alt={(alt ?? caption) ?? ""} />
    </div>
  </Frame>;

## Overview

Use your task queue to decide what to work on next and follow up with the
person's history in view. Tasks keep the draft or instructions with the
person, so you can review earlier outreach before sending an email, making a
call, or completing an action item.

## Organize your queue

Open [Tasks](https://app.unifygtm.com/dashboard/tasks) and select **To do**.
Administrators can use the assignee filter to focus on their own or a
teammate’s work. Add filters for the tasks you want to handle together, such
as overdue tasks, a particular sequence, or people in a list.

Use **Display options** to group tasks by priority, assignee, or sequence,
choose a sort order, and show the columns you need. For example, group by
priority and sort by due date to see the oldest high-priority work first.

### Save a view

Save combinations you use regularly, such as a call queue or an account
preparation queue. Views are personal and retain your filters, grouping,
sorting, and column choices.

<Steps>
  <Step title="Arrange the queue">
    Set the filters and display options you want to reuse.
  </Step>

  <Step title="Create the view">
    Open the view selector above the table and choose **Create new view**.
    Enter a name and click **Create view**.

    The saved view appears in the selector. Switch views there when you move
    to a different kind of work.

    <ThemedImageFrame lightSrc="/images/reference/tasks/task-view-light.png" darkSrc="/images/reference/tasks/task-view-dark.png" alt="A saved task view filtered to one assignee and grouped by priority." />
  </Step>
</Steps>

After changing a view, click **Save** to retain the changes or **Reset** to
return to its saved configuration.

## Work on a task

Open a task's row to see its instructions in the person's engagement panel.
Review the person's details, earlier messages, and any sequence context
before taking action.

<ThemedImageFrame lightSrc="/images/reference/tasks/task-details-light.png" darkSrc="/images/reference/tasks/task-details-dark.png" alt="An action item in Morgan Lee's engagement panel, with instructions, priority, due date, and completion controls." />

### Action items

Follow the task's instructions, such as reviewing an account's history or
preparing questions for a meeting. When finished, click the checkmark to
complete the task. You can also right-click its row and choose
**Mark as complete**.

The task leaves **To do** and appears in **Done**, where you can review when
it was actioned.

### Emails and replies

For a manual email, review the sending mailbox, recipient, subject, and draft
before sending. For a reply task, read the incoming message and conversation
before composing your response. See
[Sequence replies](/reference/sequences/replies) for reply classifications
and how responses affect ongoing outreach.

When a sequence email is queued to send, delivery follows the sequence's
[send schedule](/reference/sequences/send-schedules) and sending limits.
Review the person's engagement history to follow its progress.

### Phone calls

Read the call instructions and review the person's phone number before
calling. The [dialer](/reference/dialer/making-calls) lets you place the call
from Unify. Record the outcome and complete the task after you have handled
the call.

## Skip a task

Skip a task when the action is no longer needed. Use the skip icon on the
task or right-click its row and choose **Skip**. The task moves to **Done**
with a skipped outcome. Skipping cannot be undone.

For a sequence task, both completion and skipping let an active enrollment
advance. If you want to end that person's remaining outreach in the sequence,
use [Remove from sequence](/reference/sequences/enrollments#remove-people).

Before skipping a manual email, consider later messages in the same thread.
They may refer to information in the skipped email. Unify warns when later
email steps remain in that thread.

Your administrator controls which sequence task types can be skipped in
[task settings](/reference/tasks/settings#control-sequence-task-skipping).

## If a task cannot be completed

<AccordionGroup>
  <Accordion title="The task is assigned to someone else">
    You can update and complete tasks assigned to you. Administrators can
    manage other users' tasks and reassign them. Ask an administrator to
    [change the assignee](/reference/tasks/create-and-manage-tasks#change-task-details)
    if the task belongs in your queue.
  </Accordion>

  <Accordion title="An engagement policy blocks the action">
    Open **Explain** in the person's engagement panel to review the applicable
    restriction. An administrator may need to review ownership or the
    [engagement policy](/reference/engagement-policies/engagement-policies) before you
    can continue the sequence task.
  </Accordion>

  <Accordion title="The task is already complete or skipped">
    Finished tasks remain in **Done** for reference. Create a
    [new task](/reference/tasks/create-and-manage-tasks#create-a-task) if you
    need another follow-up.
  </Accordion>
</AccordionGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.