Tasks

The tasks tab helps you stay on top of outreach activities across multiple channels like email, calls, LinkedIn, WhatsApp, and SMS. It provides a centralized view to track pending or failed tasks, monitor deadlines, and execute multichannel outreach efficiently.

Most actions in co-pilot mode such as making calls, executing semi-automated LinkedIn steps, or approving magic content are routed through the Task Manager, making it the go-to space for managing and completing your daily outreach activities.

Note: You will need to install the SmartReach Extension to execute or run tasks

Managing your tasks:

• View task summary - Check due, completed, and failed tasks at the top
• Filter by channel - Select specific channels (Email, Call, LinkedIn, WhatsApp, etc.)
• Review task details - See prospect names, due times, assignees, and campaigns
• Execute tasks - Click the run button to complete pending activities
• Add manual tasks - Create custom tasks for specific prospects

Understanding task status:

Task summary categories:

• Due - Pending tasks that need attention
• Completed - Tasks you've marked as done
• Failed - Tasks that couldn't be executed
• Filter options - Sort by assignee or campaign

Task table information:

• Prospect name
• Task status (Due, Completed, Failed)
• Due time (displayed in your timezone)
• Assignee responsible for the task
• Associated campaign
• Action button to run the task