Completing Tasks

Purpose: 

The purpose of this article is to provide direction to Outreach Users on how to complete a task. 

Intended Audience: 

• Outreach Users

Completing Tasks: 

You can view tasks in a few different places in Outreach. The first place to view tasks is in the 360 view, where you can sort your tasks by priority or engagement:

Tasks are also visible in the task overview page, found on the left-hand navigation bar.

Completing Tasks

You can select the tasks you'd like to complete and click on the play button to enter the task workflow. This button is found on the task overview page:

As well as on the 360 view page.

When you click the play button, the Outreach extension will launch (if you have the Outreach Everywhere Chrome extension enabled) so you can work through your tasks efficiently, navigating to other browser windows as needed:

Complete a Single Task 

You can visit a prospect's activity page to complete tasks. Tasks associated with the prospect profile will appear at the top of the activity history. Simply click to enter the task flow for the single task and mark as complete.

If a call task associated with a sequence step is marked as "answered" Outreach will remove the prospect from the sequence and mark the prospect as finished:

Similarly, if a one-off call task (a call task not associated to a sequence step) is marked as finished, Outreach will ask if you want to mark the prospect as finished from any active sequences or let the prospect remain active in the sequence:

This ensures that prospects will not continue to receive sequence emails if they have already responded to you, or allows the prospect to remain in the sequence for follow-up if needed.