A task is where you perform manual work as scheduled in the sequence or as follow-up steps.
Task-related tabs
The task section lets you create and search for a task by name or by using other filters.
The tabs on the screen are as follows:
All - Shows all of the tasks that are due within the next 24–48 hours.
Manual Emails - All emails scheduled to be sent that will require personalisation before sending.
LinkedIn - All LinkedIn tasks that are due or upcoming.
Manual SMS - All SMS outreach due or upcoming.
Scheduled Calls - All upcoming phone calls you have to make.
To-Dos - Any reminder tasks you have set in sequences that are due or upcoming.
Sequence Errors - Displays all tasks that require further information to move forward e.g. LinkedIn URL required.
Drafts - All enrolments not fully completed e.g on "Hold" status.
Search and filter options
These are the search controls and filters above the task table.
Search Task - type in keywords (i.e. LinkedIn tasks, call back...etc.) for the system to show you related tasks
Pull-down tab + Search field - lets you search via due date, today, and assigned to. You can then search or select from the drop-down the information you would like to filter by.
Task table tabs
Start Tasks - clicking on the first contact will allow you to start your tasks
+ Task - lets you create a new task using the side panel which will appear
Above are the side panel pull-down menu options.
Task type - LinkedIn, Call, Email, Reminder
Task notes - the content of the LinkedIn, Call, Email, Reminder
Contact - select the name of the contact for this task
Assigned to - enables you to assign this task to any user or member of your team
Due date: set a due date for this task
Due time: set the time for this task to be done