Tasks are action items linked to a specific contact and campaign. They can be created automatically when a campaign sequence reaches a manual step (for example, a phone call to make, an email to draft, or a general to-do) or manually using the Create Task button in the top-right corner of the Tasks page.
Every task lives in one of four tabs that reflect its current state:
Status | Meaning |
Due | The task is overdue or due today. This is your daily working queue. |
Upcoming | The task is scheduled for a future date. |
Ignored | The task has been dismissed without being completed. |
Completed | The task has been marked done. |
Each task also carries a type that indicates the kind of action required:
Type | Description |
An email-related task. | |
Call | A phone-call task. |
To-do | A general action item. |
Note: Tasks also appear in the Inbox conversations alongside your other interactions with the lead.