Tasks and manual follow-up
Plan who does what and when, with conversation context.
Updated 12 October 2026
Before you begin
Open Tasks or create a follow-up from Inbox. Calling and LinkedIn are manual tasks.
Steps to follow
- Choose type, contact, assignee, date and time zone. Add a clear instruction.
- Open the task when due, perform the action yourself and record the result.
- Complete the task. Edit or reopen a standalone task when needed.
What you will see
The worklist shows status and ownership. A manual task does not send a LinkedIn message or place a call.
If something goes wrong
Campaign tasks are cancelled when outreach stops for the contact. Check campaign and contact status before planning more follow-up.