Tasks

Tasks is the queue of work that needs a person. Campaign drafts and one-off follow-ups both land here.

1. Click Tasks in the left sidebar.
2. Use Campaign tasks or Manual tasks.
3. Use All, Due, Scheduled, or Done.

You land on Due.

Add task creates a follow-up that is not part of a campaign.

Campaign tasks

Campaign tasks are drafts and calls a sequence is waiting on you to handle.

1. Open the task. The action is Review.
2. Click Approve to send a message or email on the next window.

The task menu also has Send now, Re-generate, Rewrite, and Remove from campaign. Remove from campaign takes the lead out of the campaign and clears the draft.

Filter can limit the list by Task type: LI message, Call, or email.

When the queue is empty, Due says No campaign tasks due. If a filter is on, it says No campaign tasks match filters.

Manual tasks

Manual tasks are follow-ups you add yourself.

The columns are Task, Records, Task type, Assigned to, Due date, and Actions.

An empty Due view says No follow-ups due. All says No follow-ups yet.

Add a task

1. Click Add task.
2. In Create task, write the task. Type @ to mention a lead.
3. Leave the schedule on Now, or pick 1 hour, 3 hours, Tomorrow, or 3 days. A future time shows under Scheduled until it is due.
4. Set who owns it. You is the default.
5. Click Add record to attach a lead or a company.
6. Set the type to Call, LI message, or email.
7. For LI message, pick the LinkedIn account that sends it.
8. Click Save.

Right-click a manual task for Mark done or Delete. Completed and skipped follow-ups move to Done.