Work your tasks

Sequencer › Tasks is your to-do list for the day. Every call, email you send yourself and to-do from your sequences lands here, next to tasks you made for yourself. Work it top to bottom and nothing slips. Call tasks are already on your dial list, so one click starts a calling session. The Sequencer is in early access, on Enterprise, Enterprise+ and Admin seats for teams in the early access program.

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Work through your tasks

You’re done when: Overdue and Due today are empty.

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Kinds of task

Tasks from a sequence bring the person, the step, the note and the priority with them. A call or to-do’s name and note can name the person, such as Call Dana at Brightline Freight, when the step uses variables.

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Emails waiting for you

An automatic email with a variable that is empty and has no fallback is not sent when the email is set to Wait for me (the default for new emails). Instead it lands in your Tasks as an email marked Waiting for you. Hover the badge, or open the email, to see what is missing, for example no company size (Number of employees). An email also waits for you when it has a variable that doesn’t exist, saved before typos were checked, or a Written by Ari line that Ari couldn’t write. The reason says which. To stop it happening, give the variable a fallback or fix the email. See When a variable is empty. Send failed on an email is different: the email was tried and refused. Hover the badge for the reason, fix it, and send again.

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Drafted emails

An email task from an Email (you send it) step arrives with its email already drafted from the step, with the person’s details filled in. If the step has no email written, the draft is empty and you write it. A draft can also come from:

• Ari, when the step has AI personalization on.
• Your own tools, which can write a task’s draft through the API. See Update a task.

Open the task, read the draft, edit it if you need to, and click Send. When you work tasks one at a time with Start, Send & next sends it. The draft is plain text. An email that replies in a thread goes out under that thread’s subject, whatever the draft’s subject says. Salesfinity sends a draft exactly as written and fills nothing in, so a variable typed into it would reach the prospect as {{first_name}}. Send stays off while the draft has one, and says Fill in {{first_name}} first. Write the name out. A draft sent another way, such as through the API, is refused the same way: the task shows Send failed with Not sent: fill in {{first_name}} first.

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Create a one-off task

Press N on the Tasks page, or create a task from a dialer list, from call history, or for people you select on a sequence’s People tab. A one-off task can be a Call, an Email, a To-do, or a channel the Sequencer does not send for you: Nothing is sent for LinkedIn, meeting or text tasks. They remind you to do it yourself, and you mark them done. A one-off email is sent from the assignee’s own mailbox, or from the team’s shared mailboxes if they have none. A one-off email fills in no variables, so write names out: a draft with {{first_name}} in it can’t be sent.

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Send files with an email

Send email has a Files field. Add up to 3 files, 10 MB in total: PDF, PNG, JPG, GIF, WebP, Word, Excel, PowerPoint, CSV or TXT.

• On a one-off email, the files are attached.
• On an email from a sequence, the step’s files are already there, and you can change them. They are attached if the email replies in a thread, or sent as download links if it starts one.
• When you work tasks one at a time with Start, Send & next sends the files as they are. To change them, send the email from the task list.

If a file can’t be found when the email sends, the email is not sent. It shows Send failed, with Not sent: the file ”…” can’t be found. Remove it from the email and send again.

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Snooze, skip or reassign

• Snooze moves the due date later, up to a year ahead. The step’s skip deadline moves by the same amount, so a snoozed task never expires straight away.
• Skip passes on the step and moves the person on. Skipping a call task also takes them off your dial list.
• Reassign hands that one task to a teammate. A call task moves to their dial list. Later tasks still go to the enrollment’s owner. To hand over the person and all their future tasks, reassign the enrollment on the sequence’s People tab.

Select up to 500 tasks to skip, snooze or reassign them at once. The result shows how many worked, and why any did not. There is no bulk complete, because completing an email task sends a real email.

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Call tasks and your dial list

When a call step comes due, the person goes onto your own Sequencer dial list, one list per rep. The dialer works it like any other list. Logging a disposition on a call from that list completes the task. A call to the same person from a different list does not. The list stays in step with your open call tasks. Completing, skipping or expiring a task takes the person off, and turning a sequence off takes all its people off. A person with no number you can dial (missing, marked do not call, or marked wrong) is not added. Their task stays in Tasks for you to research or skip.

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Task states

For reporting, only Skipped means a rep chose not to do the task. Tasks come due on the sequence’s timing and respect the sending window in the prospect’s timezone. A task that would come due on a closed day shows on the next open one. Every task has an activity timeline: when it was created, reassigned, completed or skipped (including an automatic skip at its deadline), and by whom. Snoozes and edits are not recorded. For a task from a sequence, most of its history is on the person’s timeline, which the task links to.

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Keyboard shortcuts

Press ? anywhere in the Sequencer for the full list.

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Next steps