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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.

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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.
Some flows can also create multi-section approval tasks, where several related sections are reviewed before the flow continues.

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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

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
  • Schedule: Schedules an approved action for a selected time when the option is shown
  • 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.

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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.