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The Tasks page is your team’s work queue for flow steps that need human action. Tasks are created automatically when a prospect reaches work that needs a person. From this page, you can review the task, complete it, skip it, or cancel the Flow Enrollment for that prospect. The page defaults to tasks assigned to you. Team Admins can filter by team member to view and work eligible Team tasks; regular Members remain scoped to their own assigned tasks and permissions. Team Admins can act on tasks regardless of Seat Type. View-only (free) Members can complete their own Call or Manual Tasks but cannot approve sending actions.

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Task Types

Your queue can contain three primary task types:

Approval Tasks

Generated when a flow reaches an approval-required step.
  • Common use cases: Email approvals and LinkedIn/social approvals.
  • Context: Shows the generated content, related prospect and company context, and the steps tied to the approval.
  • Action: Review the content, edit it if needed, then click Approve & Run.

Call Tasks

Generated from a Call step in a flow.
  • Context: Shows the generated call script and the prospect phone section in the task details.
  • Action: Complete the call, then click Log Call to mark the task complete.
  • Flow behavior: Call Tasks are nonblocking. Later actions do not wait for the call to be logged.

Manual Tasks

Generated from a Manual Task step.
  • Context: Shows the task name and description configured in the flow.
  • Action: Complete the offline work, then click Mark as done.
Each Approval Task represents one Approval Section, which can contain multiple actions to include or skip before approval.

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Task List

The task list helps your team prioritize work quickly. Each task card can include:
  • Prospect name and role
  • Company name and company link when available
  • Lead score
  • Source badge, such as an audience or signal source
  • Assigned team member indicators
  • Current task status and refresh state when applicable

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Filters

Use filters to narrow the queue to the work you need to complete. Quick filters on the page include:
  • Search
  • Status
  • Type
The filters drawer includes additional filters such as:
  • Due Date
  • Status
  • Task Type
  • Audience
  • Team Members
  • Signal
  • Score
Clearing filters keeps the current-user assignment behavior in place, so the queue can continue defaulting to your own tasks.

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Task Details

Select a task to open the Task details view. On desktop, task details open beside the task list. On mobile, they open in a drawer. The details view includes:
  • A header with prospect identity details, lead score, and quick links where available
  • Unlock email and Unlock phone number actions when contact data has not yet been revealed
  • Tabs for Current Task, Contact, and Company
  • An Open activity shortcut so you can jump to the related activity record

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Working a Task

For assigned task cards in Slack, see Slack Task Notifications. Slack’s Apply submits approval and its card actions do not provide the web app’s Undo countdown. Completing tasks effectively keeps flows moving.
1

Select a task

Click a task in the queue to open its details and review the related context.
2

Review the task content

  • Approval tasks: Review the generated message or approval steps, and edit content where allowed.
  • Call tasks: Review the call script and supporting prospect/company context.
  • Manual tasks: Review the task name and description provided by your team.
3

Complete, skip, or cancel

Use the action buttons shown for that task type:
  • Approve & Run: Completes an approval task and runs the approved step
  • Log Call: Completes a call task
  • Mark as done: Completes a manual task
  • Skip this step: Skips a call or manual task step
  • Cancel Flow: Cancels this prospect’s Flow Enrollment. It does not delete or unpublish the Flow Plan.
After task approval, a small non-blocking Undo countdown stays available for three seconds while you continue working or advance to another eligible task. Undo cancels the pending approval before execution; it does not recall an already-sent message. Disconnecting an email sender can cancel an Approval Task when nothing remains to approve. Check the related Flow Enrollment before assuming a task is missing.

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Use Prewritten Notes or Messages

You can manually replace a prospect’s LinkedIn connection note, LinkedIn message, InMail, or email content in an editable Approval Task. This is one-by-one editing, not bulk import from a CSV message column.
  1. In the Flow Plan, keep AI messaging off and require human approval for each sending step whose wording you want to control.
  2. When the prospect reaches that step, open its Approval Task in Tasks and confirm the prospect and action.
  3. Replace the note or message with your prewritten text and save it. Review the subject where applicable; reply-style emails follow the existing email thread’s subject behavior.
  4. Check the saved content and selected actions, then select Approve & Run. Avoid AI adjustment or messaging refresh if you want to retain your supplied wording.
  5. Repeat for each prospect and message that needs different text.
Channel limits and sender requirements still apply: connection notes allow up to 300 characters and require a Premium or Sales Navigator sender; InMail requires Team and sender eligibility and allows up to 200 subject characters and 1,900 body characters. See LinkedIn Actions and Email Steps. Approval does not bypass Work Schedules, sending capacity, credits, or account readiness. It also does not make custom CSV message columns available for automatic mapping; see CSV fields and personalization.

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Bulk Actions

You can select multiple to-do tasks and apply bulk actions from the bottom action bar. Available bulk actions are:
  • Approve / Log: up to 1,000 tasks per operation
  • Cancel: up to 100 tasks per operation
  • Refresh messaging: up to 50 approval tasks per operation
Refreshing AI-generated messaging can use credits. Call and Manual Tasks do not have refreshable messaging.

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Manual Task Behavior

Manual tasks can be configured differently in the flow builder. If Wait for completion is enabled, the Flow Enrollment pauses until the Manual Task is completed, skipped, or canceled. Its configured action delay counts toward later timing only in this blocking mode. If the option is off, the task is created as a nonblocking reminder and its delay does not hold later actions.