How To Manage Outreach Tasks

Purpose:

The purpose of this article is to provide direction to Outreach Users in creating, editing, deleting, and completing tasks in Outreach.

There are four types of tasks Users can manage in Outreach: 

• Email - Tasks for emailing a Prospect 
• Call - Tasks for calling a Prospect
• Meet in Person - Tasks for creating meetings 
• Action Item/Generic Task - Additional, non-specified tasks such as Add on LinkedIn. For more information regarding LinkedIn tasks, refer to LinkedIn Tasks Using the LinkedIn Sales Navigator Integration. 

Intended Audience:

• Outreach Users

Contents: 

The following topics are discussed in this article: 

• How To Create a Task in Outreach
• How To Access and Organize the Tasks List
• How To Modify or Delete a Task in Outreach
• How To Complete a Task in Outreach

Notes:

• This article illustrates the process of adding, modifying, and completing non-opportunity tasks in the Outreach Platform. For more information regarding opportunity tasks, refer to our article on Opportunity Tasks.  
• This article discusses managing Outreach Tasks not related to sequence steps. For more information regarding sequence steps, refer to How To Create a Sequence. 
• This article discusses managing Outreach tasks that are not LinkedIn tasks. For more information on LinkedIn tasks, refer to LinkedIn Tasks Using the LinkedIn Sales Navigator Integration.    

How To Create a Task in Outreach: 

1. Access the Outreach Platform. 
2. Click the Actions button in the top right corner. 
3. From the Quick Actions menu, select Task.
   Note: Alternatively, Users have the ability to add tasks to a specific Prospect or Account by accessing the applicable Profile page and clicking the New Task icon (to-do list).
   
4. Configure the task as outlined in the table below.

   Option	Description
   Prospects	Users can add Prospects to be included in the Task. A separate Task will be created for each Prospect if multiple Prospects are added.
   Priority	Users can select from the following priority levels: No Priority Urgent - Users are prompted with a notification to complete Urgent Tasks when they are due. Urgent Tasks can an be created as a one-off or as part of a sequence. For more information regarding Urgent Tasks, refer to Urgent Task Alerts. High Normal Low
   Task	Users can select from the following Tasks: Email Call Meet in Person Action Item View LinkedIn Profile LinkedIn General Send Message on LinkedIn Send LinkedIn Connection Request Interact with LinkedIn Post
   Assigned To	The User responsible for executing and completing the task.
   Due Date	The User-defined date the task is to be completed by.
   Due Time	The User-defined time the task is to be completed by.
   Note	Users can add information about the task.
5. Click Create.
   
   The Task will execute as configured when due. 

How to Access and Organize the Tasks List:

1. Access the Outreach Platform. 
2. Click the Tasks icon (to do list) in the navigation sidebar. 
3. Sort and filter the task list as needed. See Updated Filter Options below for details on recent refinements.
   
   Above: Filtering the Task list.
   
   Above: Sorting the Task list.

Updated Filter Options

The below 3 filter options comprised the former Task Type filter. They will support both “is” and “is not” filter operators.

• Category: Filters tasks to its high level categories such as Action Item, Email, Call, Meet in Person, LinkedIn. Applying the category filter achieves the same function as clicking on the pipeline metrics above the task list.
• Type: Filters tasks to its granular types such as Action Item, Email, Call, Meet in Person, LinkedIn: View Profile, LinkedIn: Send Message, etc.
• Task Origin: Filters task by its creation origin such as Sequence, One-off, Reminder, Email Open, Email Click.

The below 2 filter options comprised the former Assigned to filter. They allow users to filter by owner and team simultaneously.

• Owner: Filtering by Owner results in all tasks owned by specific user(s). Users can apply the filter by selecting from a list of users in their organization or by selecting one of the presets: You, Current user, Your peers, and Your reports.
• Team: Filtering by Team results in all the tasks owned by users on the selected team. Users can apply the filter by selecting from a list of teams in their organization or by selecting the preset Your team.

Note: The legacy Local time sort option has been deprecated. We recommend using the updated local time filter to refine the task list to the desired local time.

How to Modify or Delete a Task in Outreach: 

After accessing, filtering, and sorting tasks as needed: 

1. Click the More Options icon (ellipses) to the right of the applicable record.
2. Select Edit from the More Options dropdown menu.
3. Update the Task as applicable and click Save. The Task is saved as configured. 

Note: Users also have the ability to remove the Task from the record completely by selecting Delete. This will not remove the record—it only removes the task from being executed.

How To Complete a Task in Outreach: 

After accessing, filtering, and sorting tasks as needed: 

1. Find and click to select the applicable record.
2. Click Mark Complete option for the Task.

Depending on the Task, the complete option may prompt additional input from the User, such as Send & Complete for Email Tasks, or Log Call & Complete for Call Tasks. (For more information on logging a call and marking it as complete, see How To Initiate and Log a Call.)

Note: Call Tasks are not counted as completed unless a disposition has been assigned.

Additional Resources: 

LinkedIn Tasks Using the LinkedIn Sales Navigator Integration

Opportunity Tasks

Urgent Task Alerts

How To Initiate and Log a Call

Smart View Filter Options