A Task step can be used to remind yourself of any tasks in your Sequence that don't fall into the 'Email' or 'Call' categories. For example, you may want to set a reminder to add the Prospect on LinkedIn and send a message there as part of your Sequence.

To add a Task step to your Sequence, click on the Sequence and select 'Add Step', then 'Task'.

Then use the white box to enter notes around what the task includes, as well as add any relevant links.

Lastly, add a 'Waiting Interval' to determine the period of time between the previous step and when the current step should take place. Your Waiting Interval can either be a period of minutes, hours or days, or a combination if you choose.

Don't forget to click 'Save' to add the step to your Sequence.

Reach out to your CSM if you have any questions via email or through the in app chat service.