You’ll find the Tasks section listed on the left-hand side of your lemlist dashboard, within the Main Menu.🔽

The Tasks section gathers all the actions needed to properly continue your sequences — manual tasks, calls, and integrations linked to your leads.

You can choose to view:
✔️ All tasks
✔️ Filtered tasks based on the channel (email, LinkedIn, calls)
✔️ Filtered tasks based on time (due, upcoming, all)
✔️ Or apply more detailed filters like lead data, task source, and more

Tasks are automatically generated when your sequence reaches a step that requires:
📞 Calling a prospect
📝 Performing a manual task (e.g., commenting on a LinkedIn post)

From the Editor section, you can also set tasks to trigger when:
✅ A prospect clicks on a link in your email
✅ A prospect replies to your email or LinkedIn step

In the Tasks section, you can create a task even if it’s not linked to a campaign or existing contact. This is helpful when you just want to add a quick follow-up, call reminder, or LinkedIn action based on limited info.

To create a standalone task:

You can complete the task as is, or use the right-hand panel to fill in additional details and create a contact directly from the task.

🎊Bonus : if the phone or email already exist? We'll ask to associate with the existing contact you forgot! You already have the company within you're database? No problem, there'll be a dropdown with all your companies will typing the name!

Previously, every task had to be completed, which could be confusing — especially for reporting purposes or if you wanted to skip a task. Now, you have full control to ignore a task if it’s no longer relevant.🚀

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.

You can now view Skipped and Completed tasks directly within the Task Manager. This gives you full visibility on what’s been done, what’s been ignored, and helps you keep your outreach organized.