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How to add and manage manual tasks in a sequence

How to add and manage manual tasks in lemlist

Learning Objective

By the end of this guide, you'll know how to add manual tasks to your campaign sequence, manage them in the Tasks section, and use them to build effective multichannel outreach strategies.


Why This Matters

Automated emails and LinkedIn messages aren't enough. To stand out, you need to diversify your outreach with actions lemlist can't automate, like commenting on a LinkedIn post or making a phone call.

Using manual tasks helps you:

  • ✅ Diversify your outreach across email, LinkedIn, calls, and custom actions

  • ✅ Get reminders to complete non-automated actions

  • ✅ Keep your campaign moving forward seamlessly

  • ✅ Increase reply rates with multichannel engagement


What Is a Manual Task?

A manual task is a custom action you add to your campaign sequence that lemlist cannot automate. When a lead reaches a manual task step, lemlist creates a reminder for you to complete the action.

Examples of manual tasks:

  • Comment on a prospect's LinkedIn post

  • Call the prospect

  • Send a personalized gift

  • Research the prospect's recent activity


Step 1: Add a Manual Task to Your Sequence

  1. Go to Campaigns, then click the campaign you want to edit

    Open the campaign from the Campaigns page
  2. Click + Add step, then select Manual task

    Add a manual task step to the sequence

Configure the Manual Task

1. Assign the task: Choose the teammate who should complete it.

Choose who the manual task is assigned to

2. Set the priority: Choose None, Low priority, Medium priority, or High priority.

Set the manual task priority

3. Title the task: Give it a clear title (for example, “Comment on LinkedIn post” or “Call prospect”).

Enter a title for the manual task

4. Add instructions: Use the task description to explain exactly what needs to be done.

Add instructions to the manual task
  1. Set the delay before this task if needed

  2. Click Save


Step 2: Manage Your Tasks

Access the Tasks Section

  1. Go to Tasks in the left sidebar, then click Filters

    Open the Tasks section and click Filters
  2. Click +, then select Task type

    Add a Task type filter
  3. Choose Manual to display only manual tasks

    Filter tasks by Manual task type
  4. Click a task in the list to open it

    Open a manual task from the list

Complete a Task

When you open a manual task, you can choose one of these actions:

1. Mark as done ✅ The task is complete and the sequence continues to the next step. If the task is the last step of the sequence, the campaign ends for that lead.

Example: You called the lead but they didn't answer. Mark the task as done so the next step can continue.

Mark a manual task as done

2. Reschedule 📅 Move the task to a later due date when you can't complete it now.

3. Ignore 🚫 You don't want to complete this task. When you ignore it, choose what happens to the lead:

  • Continue sequence – the lead moves on to the next step.

  • Stop sequence – the campaign ends for that lead.

Example: You decided not to review this LinkedIn profile but still want the next automated step to go out. Ignore the task and choose Continue sequence.

4. Create follow-up task ➕ Create a new task for the same lead, for example to call them again later.

⚠️ Important: You can't mark a lead as Interested or Not interested from the task. To do that, open the lead and use the Campaigns tab. Marking a lead as interested or not interested stops the campaign for that lead.


Step 3: Use Custom Variables in Manual Tasks

You can use custom variables to personalize each task.

Example:

Task title: "Comment on {{firstName}}'s LinkedIn post"Instructions: "Find {{firstName}}'s most recent post and leave a thoughtful comment."URL:{{linkedinUrl}}

When the task is created, lemlist replaces variables with actual data:

Task title: "Comment on Jack's LinkedIn post"URL:https://www.linkedin.com/in/jackdoe


Example Multichannel Sequence

Day 1: LinkedIn profile visit (automated)

Day 2: LinkedIn message (automated)

Day 4: 1st email (automated)

Day 5: Comment on LinkedIn post (manual task)

Day 7: Call (manual task)

Day 9: 2nd email (automated)

This sequence mixes automated and manual actions to create multiple touchpoints across channels.


How You'll Know It Worked

✓ Manual task appears in the sequence after you add it

✓ Task reminders appear in the Tasks section when leads reach that step

✓ You can open a task and mark it as done, reschedule it, ignore it, or create a follow-up task

✓ Sequence continues after you mark a task as done

✓ Reply rates increase as you engage prospects on multiple channels


Troubleshooting

Issue: Manual task not appearing in Tasks section

Fix: Check the lead's status. They may not have reached that step yet. Verify the delay before the manual task step.

Issue: Task URL shortcut not working

Fix: Ensure the variable (e.g., {{linkedinUrl}}) is populated for that lead. Use enrichment to find missing data.

Issue: Sequence stopped after completing task

Fix: Check how the task was handled. Ignoring a task with Stop sequence ends the campaign for the lead. Marking the task as done also ends the campaign if it was the last step of the sequence. To keep the lead moving, mark the task as done or ignore it with Continue sequence.


Optimization Tips

Limit manual tasks to 1–2 per sequence: Too many slow you down and reduce efficiency.

Use URL shortcuts with variables: Add {{linkedinUrl}} or {{companyWebsite}} to make tasks faster to complete.

Check Tasks section daily: Set a reminder to complete manual tasks every morning to keep campaigns moving.

Combine manual tasks with automated steps: Use automated emails to warm up leads before manual tasks (calls, comments).

Use manual tasks strategically: Add them at critical moments (e.g., after a lead clicks a link or opens multiple emails).

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