What does the Manual Tasks feature include?
Manual tasks allow you to systematically create reminders about the need to interact with a contact. The settings let you prepare a template in advance for each type of task, but they are not executed automatically. The user must perform the action manually and then confirm its completion in the corresponding section.
Available Task types:
Send connection request
Send direct message
Visit profile
Endorse skills
Like the latest post
Comment the latest post
Withdraw connection request
Send email
*Important: Manual Tasks serve exclusively as a planning tool - the functionality does not support delayed execution, as it is implemented, for example, in Telegram. The user must manually perform the action specified in the task and then confirm its completion in the corresponding section.
It’s not possible to confirm a task in advance. It is considered completed only at the moment of actual confirmation, regardless of the previously set date.
The specified date serves merely as a reference point for the user who will perform the task.
Creating a Manual Task
To create a task, open the contact card and go to the "Tasks" section on the top panel. Then click "Create Task" and select the task type.
Let’s walk through the creation process using the example of sending a message.
Sender Profile - choose the sender profile that will perform the task.
Task Assignee - the user responsible for executing the task (this user will later confirm the task execution).
Date Execution - set the date for task execution.
Time - set the time of execution.
Message - a field for creating a message template; you can also attach files or add variables if needed.
Note – an optional field for leaving a note to the responsible user.
To complete the task creation, click Confirm.
Task Manager and Task confirmation
You can find the Task Manager in the sidebar menu. The section allows sorting tasks by:
Your own tasks or the tasks of all team members(1)
Task status(2)
Date (3)
Advanced filters: task type, contact, automation, sender profile, and assignee (4)
By clicking on a specific task, you can view its details, modify the template if needed, or reschedule the time.
After reviewing and selecting the relevant tasks, four types of actions become available for them:
Run in Bulk - tasks matching the set criteria are displayed one by one for execution.
Complete - mark a task as completed without actually performing it.
*The function only creates a record of the task completion - the user must perform the action manually (send a message, send a connection request, etc.).Change Assignee - assign the task to a different user responsible for its completion.
Cancel - cancel the task.
