Create and manage tasks

Schedule follow-up and adjust your team’s task queue.

Overview

Create a one-off task when a person needs follow-up outside a sequence. For example, schedule an action item to review their company’s CRM history before a discovery call. The task appears in the assignee’s queue with the instructions and timing you choose.

You can create tasks for yourself. Administrators can also assign tasks to other workspace members.

Create a task

1. Choose the person and action

   Open Tasks and click New task. Select the person, then choose the task type: an action item, phone call, or manual email.

2. Set the timing and instructions

   Choose a priority and due date. Use No due date for work without a deadline, or select a preset or custom date and time. Administrators can choose the teammate responsible for the task.

   Write the instructions for an action item or call. For a manual email, select a connected sending mailbox and prepare the draft for the assignee to review.

3. Create the task

   Click Create task to save the follow-up in the assignee’s queue. For manual emails, the separate Send email action sends the message immediately.

   The created task appears in To do for its assignee. Open it to review the saved instructions and details.

For repeatable outreach, configure a task step in a sequence. The step creates the task when each enrolled person reaches it.

Change task details

Open an unfinished task to change its priority or due date. For an action item or call, use the pencil icon to edit the instructions. You can also right-click a row to change its priority or due date without opening the person’s panel.

You can edit your own tasks. Administrators can edit other users’ tasks and use Reassign to change the assignee. These changes apply to the existing task. To change who receives future sequence tasks, update the sequence’s task assignment rules.

Update tasks in bulk

Use bulk actions when several tasks need the same change, such as moving their due dates or handing work to another teammate.

1. Select the tasks

   Filter To do to the work you need, then select the checkboxes beside the relevant rows.

2. Choose an action

   Open Select bulk action at the bottom of the page. Each action shows the number of selected tasks it can affect.

   Action	Use it to
   Change priority	Give the selected tasks the same priority.
   Change due date	Reschedule the selected tasks.
   Reassign tasks	Transfer tasks to another teammate; administrators only.
   Mark as complete	Record that eligible tasks have been handled.
   Skip tasks	Close tasks whose actions are no longer needed.
   Remove from sequence	End the associated enrollments and their remaining outreach.

3. Review and confirm

   Check the affected task count and the confirmation’s description before applying the change. A mixed selection can contain tasks that are ineligible for the chosen action.

   Completed and skipped tasks move to Done. Completing or skipping a sequence task lets an active enrollment proceed to its next step.