Skip to main content
All CollectionsπŸ”₯ Tasks⚑️ Create a task
How to create a task? πŸ§‘β€πŸ’»
How to create a task? πŸ§‘β€πŸ’»
Updated today

Heeeeey lemlister! πŸ‘‹

Depending on your sequence, a task is automatically created when the time has come to:

  • answer an email or a LinkedIn message

  • call a prospect

  • perform a manual task (e.g. go check and comment on the last LinkedIn post of a prospect)

From the Editor section of the campaign, you can even choose to create a task when:

  • a prospect clicked on the link in your email and/or,

  • a prospect replied to your email

How do I create a task?

πŸ‘‰ Go to the Settings section of your campaign by clicking on βš™οΈ, then access General settings of the campaign

πŸ‘‰Choose if you want to create a task when a lead replies to you, click on any link within your email or on a specific link.

Automated processes can significantly reduce your workload, yet certain tasks require your personal touch to seal the deal. 🀝

In order to create a reminder when it's time to execute the manual task or call your prospect, you can add a manual step within your campaign.

Simply create a campaign and from the Steps, choose Manual task or a Call task.

They will both create a task in the Tasks section as a reminder for you to complete this step πŸ€—

Enjoy ❀️

Did this answer your question?