By the end of this guide, you'll know how to access and use the Tasks section, understand how tasks are automatically created from sequences, create standalone tasks, use bulk actions to manage multiple tasks efficiently, and view task history to track completed and ignored activities.

Manual actions, calls, LinkedIn comments, and follow-ups are critical to outreach success but easy to lose track of. The Tasks section centralizes all these actions in one place, ensuring you never miss a follow-up and can prioritize high-value activities.

Without organized task management:

With lemlist's Tasks section:

Before using the Tasks section:

Go to the Main Menu on the left-hand side of your lemlist dashboard, click Tasks, then use the tabs at the top to switch between task types like All, Calls, Emails, LinkedIn, WhatsApp, SMS, and Manual.

The Tasks section gathers all actions needed to continue your sequences, including:

Calls – Scheduled calls to prospects

Manual tasks – Actions like LinkedIn comments, personalized follow-ups

Integration-triggered tasks – Tasks linked to lead actions (clicks, replies)

You can filter and view tasks by:

✔️ All tasks

✔️ Channel (Calls, Emails, LinkedIn, WhatsApp, SMS, Manual)

✔️ Time/status (Due, Upcoming, Paused, Ignored, Done)

✔️ Detailed filters (via the Filters button)

Use the status dropdown to refine what appears in your task list.

Tasks are generated automatically when your sequence reaches a step that requires a manual action.

To see or edit a task step, open Campaigns from the left menu and select the campaign you want to edit.

In the sequence builder, click the Manual task step to open its settings panel.

Once added, the Manual task step appears directly in your sequence and will create a task when leads reach that point.

If you want to turn an existing step into a task, click the step, open the step type dropdown, and select Manual step.

From the task settings, define who the task is assigned to, add a title, and include any notes or instructions needed to complete the task.

Some sequences can also create tasks based on lead activity. For example, you can place a Manual task on a conditional branch so the task is created only when a lead meets that condition.

You can create a task even if it's not linked to a campaign or existing contact. This is useful for quick follow-ups, call reminders, or LinkedIn actions based on limited info.

Step 1: Open the task creation modal

From the left menu, go to Tasks, then click Create task.

Step 2: Fill in the task details

In Create new task, set the Task type, pick an Associated record if needed, choose the Owner, set the Priority, add the Due date & time, then fill in the Title and Instruction.

Step 3: Create it and find it in your task list

After you create the task, open the Manual tab to find your standalone task in the list.

You have full control to complete a task or ignore it if it's no longer relevant. This keeps your task list clean and your reporting accurate.

When working inside a task, click Mark as done to complete it.

If you don’t want to do it, choose Ignore task.

Manage multiple tasks at once using bulk actions.

Select multiple tasks and apply an action

Use the checkboxes to select tasks. Then use the bulk action bar to Mark as done, Ignore, Reschedule, Change owner, or Set priority.

You can view previously processed tasks directly in the Task Manager, including tasks you’ve completed and tasks you’ve ignored.

Access history:

Go to Tasks, open the Due status filter, then select the statuses you want to display, such as Ignored and Done.

Issue: Tasks aren't being created from my sequence

Fix:

Issue: Can't create a standalone task

Fix:

Issue: Bulk actions aren't working

Fix:

Review tasks daily: Set aside 15–30 minutes each morning to review and prioritize tasks. Focus on due tasks first.

Use filters strategically: Filter by channel (LinkedIn, calls) to batch similar tasks together for efficiency.

Create SOPs for task types: Document how to handle each task type (calls, LinkedIn comments, manual emails) so team members execute consistently.

Use bulk actions for recurring patterns: If you have many tasks that all need the same action (e.g., ignore old tasks), use bulk actions instead of one-by-one.

Track completed tasks for reporting: Review Done tasks to analyze team productivity and campaign effectiveness.

Assign tasks to team members: Use task ownership to distribute work across your team and prevent bottlenecks.

Set reminders: Use task due dates to ensure time-sensitive follow-ups don't get missed.