Click any row in the task list to open the Tasks Queue panel, a modal that opens in the center of the screen. To close it, click the × button in the top-right corner of the modal.
The panel is divided into two sections: a left panel showing full contact and company details, and a right panel showing task-specific information and actions.
Left Panel: Contact Overview
The left panel header shows the contact's photo, full name, and job title and company. Four action buttons appear in the top-right corner of the header:
Button | Description |
Inbox icon | Opens the contact's Inbox conversation. |
LinkedIn icon | Opens the contact's LinkedIn profile. |
CRM icon | Opens the contact in your connected CRM (e.g. HubSpot). |
··· More actions | Opens a menu with: View in List, Add to blocklist, Add company to blocklist. |
Below the header, three tabs organize the contact's information:
Overview
Shows full contact details: Job Title, Time in role, Score, Email, Phone Number, Industry, Company information (Name, Employees, Website, LinkedIn, Headquarters, Score), Work History, and a Recent Activity chart.
Activity
Shows a chronological log of all interactions with this contact: LinkedIn actions, emails sent, tasks created, and other campaign activity (each with a timestamp).
Colleagues
Shows other contacts from the same company.
Right Panel: Task Details and Actions
The right panel shows the task title with its type icon at the top, followed by:
Field | Description |
Assigned to | The team member assigned to this task. Can be changed via dropdown. |
Priority | Task priority level. Options: No priority, High, Medium, Low. Can be changed via dropdown. |
Notes | A free-text area to add notes about the task. Click the field and type to add a note. |
Footer Actions
The bottom of the panel contains four buttons:
Button | Description |
Ignore | Moves the task to the Ignored tab. |
Reschedule | Allows rescheduling the task to a different due date. |
Follow up Task | Creates a new follow-up task linked to the same contact. |
Complete | Marks the task as completed and moves it to the Completed tab. |
Important: The Complete button is only available for tasks in the Due tab. Tasks in the Completed tab do not display this button.