By the end of this guide, you'll know how to access and use the Tasks section, build and save filtered views, understand how tasks are created from sequences, create standalone tasks, manage tasks one by one or in bulk, and review completed or ignored work.

Tasks help you keep follow-ups, calls, LinkedIn actions, and manual outreach organized in one place so nothing gets missed.

Inside Tasks, you can:

Before using the Tasks section:

Go to the Main Menu on the left-hand side of your lemlist dashboard, click Tasks, then use the view tabs at the top to open the task list you want to work from.

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

Calls – Scheduled calls to prospects

Manual tasks – Actions like LinkedIn comments, custom follow-ups, and internal reminders

Channel-based work – Email, LinkedIn, WhatsApp, SMS, and more

Sequence-driven work – Tasks created when a lead reaches a step in a campaign

You can organize tasks by:

✔️ Saved views

✔️ Task type (Calls, Emails, LinkedIn, WhatsApp, SMS, Manual)

✔️ Status (Due, Upcoming, Paused, Ignored, Done)

✔️ Task, Contact, and Company fields

✔️ Your custom fields, when enabled for your workspace

Use Filters to narrow your task list with detailed criteria.

Filters are organized into clear groups so you can refine tasks by what matters most:

For example, to filter by task type, choose Task type from the property picker.

Then click Select value and choose one or more task types to apply the filter.

Each filter becomes an editable chip, so you can quickly change the operator or selected values without rebuilding the filter from scratch.

If you need more control than a simple match-all filter, use Advanced filters to combine conditions with AND and OR logic.

This is useful for workflows like:

Advanced filters let you build nested groups instead of relying only on simple one-line filtering.

If custom-field filtering is enabled for your team, your Contact and Company custom fields appear directly in the filter picker.

This allows you to filter tasks using the same data you use elsewhere in your workspace, including CRM-synced values.

The available operators depend on the custom field type:

These same fields can also be shown as columns in the Tasks table.

Instead of rebuilding the same filter setup every day, save it as a view.

Click the + beside your view tabs to open the full list of views. From there, you can browse existing views or create a new one.

Click Create view to start a new saved view.

Enter a view name and icon, then choose whether the view is visible to Only me or Everyone.

Saved views help you:

Each saved view keeps its own sort order, so switching views can also change how tasks are ordered.

You can also choose which columns appear in the task table. Any field you can filter on can also be shown as a column, including supported custom fields.

This makes it easier to build views around the exact information your team needs to work from.

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.

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

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

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

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 is not tied to a sequence step. This is useful for quick follow-ups, reminders, or one-off outreach actions.

Step 1: Open the task creation modal

Go to Tasks and click Create task.

Step 2: Fill in the task details

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

You can complete a task when the work is done or ignore it if it no longer needs action.

Open a task and use the action button at the bottom to complete it. Depending on the task type, this may appear as Mark as done or Send & mark done.

If you do not want to perform the task, use the Ignore action from the task view when available.

Manage multiple tasks at once using bulk actions.

Select tasks with the checkboxes, then use the bulk action bar to Mark as done, Ignore, Reschedule, Change owner, or Set priority.

You can review previously processed tasks directly in Tasks, including completed and ignored work.

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

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:

Save your recurring task queues: Create views for the workflows you check every day so you do not need to rebuild filters repeatedly.

Filter with more than task type: Use contact, company, and custom-field filters to work on the highest-value tasks first.

Batch similar work: Group calls, emails, LinkedIn tasks, or manual actions together for faster execution.

Use bulk actions for cleanup: When several tasks need the same action, update them all at once.

Review done and ignored work regularly: This helps with reporting, team visibility, and follow-up quality control.

Keep instructions clear: For manual tasks, use specific titles and notes so the assignee knows exactly what to do.