Tasks overview

​

Overview

Tasks bring manual follow-up into one place. They can prompt you to review and send an email, call a person, or complete an action item such as preparing an account plan. Each task has an assignee, priority, and due date. Open Tasks to see your work. Use To do for open tasks and Done for completed or skipped work. Filter by assignee to focus on your tasks, then open a row to review its instructions and the associated person.

​

Tasks from sequences

A sequence creates a task when a person reaches a manual email, phone call, or action item step. The step supplies the draft or instructions, priority, and due date. For example, a call step can give the rep notes to review and four hours to make the call after the task becomes ready. The sequence’s ruleset chooses who receives these tasks when the person is enrolled. Automatic enrollments, such as those from plays, and manual enrollments can use different assignment settings. Completing or skipping a task lets an active enrollment proceed to its next step. To stop all remaining outreach for a person, use Remove from sequence. See sequence step types to configure these tasks and their timing.

​

One-off follow-up

Use New task when you need to follow up independently of a sequence. For example, create an action item to review a company’s CRM history before your next conversation. Choose the person, task type, assignee, due date, and instructions in the task editor.

​

Task notifications

Notification preferences determine where you receive task alerts. If a sequence task goes to an unexpected teammate, review its task assignment settings as well as your notification preferences.