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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

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Open Sequencer › Tasks

Tasks are grouped into Overdue, Due today, This week and Later. Filter by type, sequence, priority, or owner (My queue or Everyone on the team).
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Click Start

Start opens your tasks one at a time. With the Calls filter on, it becomes Start dialing and opens the dialer with your call tasks.
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Do the task, then move on

Send the email, make the call, or mark the to-do done. The person’s sequence moves to the next step. Snooze, skip or reassign anything you cannot do now.
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.

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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:

LinkedIn

LinkedIn connect, LinkedIn message, View LinkedIn and LinkedIn post reminders.

Meetings and texts

Meeting and Text reminders.
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.

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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.
A call task missing from your dial list? Turn on the Calls filter and click Start dialing (or press C). It puts back any open call task that is missing, then opens the dialer.

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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

Handle replies

Answer interested prospects from the Inbox.

Build a sequence

Add call and to-do steps with notes and deadlines.

Fix task problems

A task missing or expired? Start here.