Tasks are an easy way to increase your sales team productivity. A Task is a to-do item that is assigned to your team member and is displayed on the app dashboard (Upcoming Tasks) and in the Tasks tab. It can be an email, a call, or a specific action. You can create a task manually from the Tasks tab or automatically as a step of an Automation.
Tasks in Automations
You can set a Task to be created automatically as a certain step of your Automation. This will save your time and help to manage follow-up activities, like calls, or check-ins in social media, etc. From now on you’ll never miss a step in your flow and take all the necessary actions on time.
How to create a Task step in an Automation
Click on a plus sign to add a new step and select Add task.
Then fill in the needed fields:
- specify the Task activity: Action, Call, or Email;
- add a title and description of the Task;
- assign it to the prospect's responsible or to any other team member;
- select when the Task should be due on.
Note: if you want the prospect to hold on this step until the task is completed, check this option.
