Hey lemlister!
Interested in taking full control of your campaigns and saving plenty of time with the Tasks section? Yeah, we thought so too 😁
First of all, to get to the "Task" section, you can find it listed on the left side of the lemlist within the "Main Menu"
This section gathers all the actions that need to be completed to properly continue your multichannel sequences: manual tasks, calls, and also the full integrations you had with the lead(s).
You can select weather you want to check all task, or you can also filter your view based on the channel.
How is the Tasks section organized? 🧐
You can access any of yours and your teammates tasks from here:
You can also filter based on the time of the task, weather is due/upcoming or simply see all:
Next to that, you can also filter them on the more personalized level, such filtering them based on the leads's data, source of task, or else:
How do I create a task? 🤓
Depending on your sequence, a task is automatically created when the time has come to:
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, 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 or LinkedIn step
Other relevant articles to manage your tasks like a pro:
If you need any help or if you have any questions, feel free to send us a message on our customer support chat! We are one reply away. Cheers!