The task section on the chrome extension enables you to effectively manage your tasks without having to leave the page.
Opening the task manager
Step 1
Navigate to task manager by clicking the "task" icon.
Step 2
Your Due and Overdue tasks will appear in a list format.
Filtering tasks
You can select the tasks you want to work on using the buttons or selecting individual tasks.
Step 1
Quickly select multiple tasks using any of the buttons.
The options available are:
Select All - this will select all tasks
LinkedIn - this will select all LinkedIn type tasks
Call Back - this will select all Call back type tasks
Step 2
Manually select tasks using the checkboxes only.
Start Tasks
Step 1
Once tasks have been selected, click on the "start tasks" button.
Step 2
For General tasks and call backs
Starting the tasks splits the screen into two windows.
The left part of the screen will show the webpage.
The right part will show the tasks that need to be completed
Click the "mark as complete" button when you are done.
For LinkedIn Tasks
Clicked the LinkedIn tab to show all related tasks, then click the "start tasks" button.
Click on the "copy & open LinkedIn" button.
This will open the LinkedIn profile for you, copy the message into the clipboard and paste into the relevant message box on LinkedIn, make any final edits and send the message.
Click the "complete" button when you're done.
Other Info
Click on this tab to show other information relevant to the contact.
Other information that can be viewed are as follows:
Contact details
Sequence History
Notes
Tags
Complete Task
Click the "complete" button to mark the task as completed.
This will automatically redirect to the next tasks, if the task is part of a sequence the sequence will continue through the process.