Tasks
Tasks and reminders so nothing falls through the cracks
Automation handles the sending; people still have to call, reply by hand and prep. Tasks give every teammate one queue of to-dos, calls and reminders — created manually or dropped in by a campaign step — so the human parts of outreach actually get done.
- per teammate
- One queue
- tasks and calls in sequences
- From steps
- to any teammate
- Assign
- live counts
- Due & overdue
Overview
The manual work, kept on the rails
Not every step of a deal can be automated. Someone has to make the call, send the custom proposal, reply to the tricky question, prep for the meeting. Those are exactly the steps that get forgotten, because they live in someone’s head instead of the tool doing the sending.
Tasks put them in the same place as everything else. A task is a to-do, a call, an email, a LinkedIn action or a reminder, with a due date and an owner. It can be created by hand from the inbox or a lead’s page, or dropped into a queue by a campaign step — and the whole team can see what’s due, what’s overdue and what’s done.
The queue
One list of what to do next
Every task for the workspace lives in one place, filterable by what’s due today, by type, by owner or by what’s overdue. Open a task, see the lead and the conversation behind it, do the work, and check it off. Snooze a reminder and it comes back when you asked.
Tasks are assigned to a teammate, so a shared workspace doesn’t turn into a free-for-all — each person opens their own list and knows exactly what’s theirs. Calls, to-dos, emails and LinkedIn actions each get their own icon so the queue is readable at a glance.
- To-dos, calls, emails, LinkedIn actions and reminders
- Assigned to a teammate
- Filter by due, type, owner or overdue
- Due dates and snooze
- The lead and thread attached
In sequences
Manual steps inside an automated sequence
A campaign can mix automated messages with manual task and call steps. When the sequence reaches one, it creates a task for the right teammate instead of sending something — perfect for a personal call after two auto-messages, or a human review before a high-stakes send.
A step task can hold its lead: the sequence waits until the task is closed before moving on, so the lead never gets the next automated message before the human step is done. Close the task and the sequence resumes on schedule.
- Task and call steps in any sequence
- Assigned automatically
- Holds the lead until it’s closed
- The sequence resumes when done
Stay on top
See what’s due, overdue and done
Live counters show how many tasks are due today, how many are overdue, and how many the team has completed this week — so a manager can spot a backlog before it becomes a dropped deal, and a rep can clear their day with a clear target.
Because tasks sit alongside the pipeline and the unified inbox, the manual follow-ups stay tied to the opportunity and the conversation they belong to — no second to-do app, no copy-paste.
- Due today and overdue at a glance
- Completed this week
- Per-teammate workload
- Tied to pipeline and inbox
How it works
Sales tasks and reminders: how it works in four steps
- 1
Create a task
By hand from the inbox or a lead, or let a campaign task/call step create it.
- 2
Assign and set a due date
Give it to a teammate with a due time; add a reminder if you need a nudge.
- 3
Work your queue
Open each task with its lead and thread, do the work, check it off or snooze.
- 4
Keep the sequence moving
Closing a step task resumes the lead’s sequence automatically.
Who it’s for
Sales tasks and reminders: who it’s for
SDRs
Work a single daily queue of calls and follow-ups instead of hunting through inboxes.
Founders
Add a personal call step after two automated touches, and get a reminder when it’s due.
Team leads
See who’s overdue and rebalance the workload before deals go cold.
FAQ
Sales tasks and reminders: questions and answers
Something else on your mind? Get started and try it on your own accounts.
What kinds of tasks are there?
To-dos, calls, emails, LinkedIn actions and reminders. Each can be assigned to a teammate with a due date.
Can a campaign create tasks?
Yes. A sequence can include manual task and call steps that create a task for the assigned teammate.
Does a task pause the lead?
A campaign task/call step can hold the lead — the sequence waits until the task is closed, then resumes.
Can I see the whole team’s tasks?
Yes. Tasks are shared in the workspace and filterable by owner, type and due date, with live due/overdue counts.
Where do manual tasks show up?
In the tasks page, and in context on the lead and in the unified inbox the task relates to.
Platform
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