Task Types
Call Task
Creates a nonblocking call task for the assigned rep. The Flow Enrollment continues without waiting for the call to be logged.
Generic Task
Creates a manual task for any non-automated work.
Execution
When a prospect reaches a Manual Task step:- A task appears in the Tasks page of the web app.
- The assigned user completes, skips, or reviews the task based on the task type.
- A Manual Task waits only when Wait for completion is enabled. Call Tasks never block later actions.
Use Wait for completion when the next step should not run until the Manual Task is completed or skipped. Leave it off for a reminder that should not block later automation.