Where to find it?
Youโll find the Tasks section listed on the left-hand side of your lemlist dashboard, within the Main Menu.๐ฝ
What is the Tasks section for?๐ค
The Tasks section gathers all the actions needed to properly continue your sequences โ manual tasks, calls, and integrations linked to your leads.
You can choose to view:
โ๏ธ All tasks
โ๏ธ Filtered tasks based on the channel (email, LinkedIn, calls)
โ๏ธ Filtered tasks based on time (due, upcoming, all)
โ๏ธ Or apply more detailed filters like lead data, task source, and more
How do tasks get created?
Tasks are automatically generated when your sequence reaches a step that requires:
๐ Calling a prospect
๐ Performing a manual task (e.g., commenting on a LinkedIn post)
From the Editor section, you can also set tasks to trigger when:
โ
A prospect clicks on a link in your email
โ
A prospect replies to your email or LinkedIn step
Ability to Choose Whether to Engage with a Task
Previously, every task had to be completed, which could be confusing โ especially for reporting purposes or if you wanted to skip a task. Now, you have full control to ignore a task if itโs no longer relevant.๐
Bulk Actionsโจ
You can now manage multiple tasks at once using bulk actions. From the bulk menu, select several tasks and choose to Do or Ignore them all at once. A confirmation modal will appear, informing you how many tasks will be impacted and if the sequence will stop for those leads.
History Access
You can now view Skipped and Completed tasks directly within the Task Manager. This gives you full visibility on whatโs been done, whatโs been ignored, and helps you keep your outreach organized.
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!