Overview
The Task feature enables you to create simple reminders for actions that users need to take on the platform. A task can be created manually or automatically through a Journey flow.
Tasks help users stay on top of key activities such as calls, emails, or LinkedIn interactions, and they can be tracked through filters and analytics.
📘 Good to know
Tasks can have different types (Call, Email, LinkedIn, or Custom).
LinkedIn tasks include additional sub-types (View LinkedIn Profile, LinkedIn General, Send Message, Send Connection Request, Interact with Post).
You can assign tasks to specific users and link them to Deals.
Analytics allow you to track task completion, priorities, and performance by team members.
Creating a Task
Go to the Accounts section -> Tasks tab and click Create task.
Fill in the task details:
Task title – a short description of the action (e.g., “Call client about proposal”).
Task type – choose from:
Call
Email
LinkedIn (with sub-types)
Custom
Priority – Low, Medium, or High.
Assign to – select the user responsible for the task.
Associate with user – link the task to a specific user profile.
Deal (optional) – attach the task to a Deal.
Due date & Time – set deadlines.
Description – add notes or context.
Click Create to save the task.
Task Types
Call
Reminds the assignee to make a phone call.
Used to schedule follow-ups, outreach, or confirmation emails.
Includes specific sub-types for LinkedIn-related actions:
View LinkedIn Profile
LinkedIn General
Send Message
Send Connection Request
Interact with Post
Custom
Flexible task type for any activity outside predefined categories.
Managing Tasks
You can view and filter tasks in the Tasks table. Filters allow you to organize tasks by:
Type
Status (Completed or Pending)
Assignee
Due date
This makes it easy to manage workload and prioritize activities.
Task Analytics
Analytics provide insights into task performance, completion rate, and team productivity.
Key metrics include:
Completed Tasks – number of tasks finished within the selected timeframe.
Pending Tasks – number of open tasks.
High Priority Tasks – tasks marked as High.
Completion Rate – percentage of completed tasks.
Leaderboard – shows which team members completed the most tasks.
📘 Good to know
Analytics can be filtered by timeframe (Today, 7D, 30D, 3M, etc.) and by assignees.
Example Use Cases
Sales follow-up: Assign a call task to reach out after a demo.
Outreach automation: Create LinkedIn tasks from a Journey flow.
Team collaboration: Track completion rates to ensure accountability.
Deal management: Attach tasks directly to opportunities for better context.