The Tasks module provides a centralized workspace for managing phone calls and LinkedIn connection requests that require direct user action.
View Assigned Tasks
Go to the Tasks module from the main navigation.
Review tasks sorted by priority and due date.
Filter and Sort Tasks
Use filters to narrow tasks by type, status, or priority.
Search by contact name to quickly locate a specific task.
Complete a Phone Call Task
Select a phone call task to open the execution modal.
Add notes, select an outcome, then mark the task as completed.
📌 Note: Task notes save automatically as you type.
Complete a LinkedIn Task
Open a LinkedIn task and review the suggested connection message.
Send the message, then mark the task as completed or skipped.
📌 Note: Task notes save automatically as you type.
💡 Best Practices
Complete high-priority tasks first to keep campaigns progressing.
Add clear notes to maintain context for future outreach.
Review tasks daily to avoid overdue actions.
🤔 FAQs
Q1: What happens if a task is overdue?
Answer: Overdue tasks remain active until completed and are highlighted for visibility.