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Urgent Task Alerts

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Khaled A
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Purpose:

You likely have time-sensitive tasks that need to be completed no matter what task you’re working on at the time. For example, you’re talking with a prospect and they tell you to call them back at 2 PM.

Urgent Task Alerts let you create prioritized tasks. When a task is created, you can set the priority as “urgent” and, when the task is due, you’ll be notified and prompted to complete the task wherever you are in the application.

Urgent task alerts are now delivered via Chrome browser notifications. This change ensures that you receive the urgent task alert regardless of the browser window you are viewing and provides a more aggressive alert type to ensure this notification does not get missed. In order to receive urgent task alerts via the Chrome browser notifications, you must ensure that Outreach is set to receive notifications in your Google Chrome settings and you must ensure Google Chrome is allowed to send notifications in your Operating System Settings. 

Creating Urgent Tasks:

Urgent tasks can be created as one-off tasks and as part of a sequence. In addition, existing tasks can be snoozed and reprioritized as “urgent.”

One-Off Tasks:

  1. Create a task in Outreach.
  2. On the priority drop-down menu select “Urgent.”
  3. Finish filling out the task details and click on the “create” button.
  4. When the task is due you’ll receive a Chrome notification.
  5. You need to go to Outreach and check the tasks page to action the task.

Urgent Sequence Steps

Best Practice: Urgent sequence steps are only recommended for low-volume, high-priority prospects.

  1. Create a new sequence in Outreach.
  2. Urgent tasks can be applied to any manual step. This includes manual emails, call tasks, and generic tasks. When you select one of the manual step options, you’ll see a drop-down menu where you can select the step priority.
  3. When the task is due you’ll receive a Chrome notification.
  4. You need to go to Outreach and check the tasks page to action the task.

Re-Prioritize Snoozed Tasks

As you’re moving through the task flow, you may come across a task that you want to complete later. You now have the option to snooze this task and receive a notification when the task is due.

  1. When you come across a task in the task flow that you aren’t ready to complete, click on the clock button at the bottom of the task window.
  2. A pop-up box will appear where you can reschedule the task. There are a few default options available to you, but you can also select a custom/date and time to complete the task.
  3. Click on the checkbox under the dropdown menu to receive an alert when the task is due. This alert will appear in Outreach when it’s time to complete the task.

Urgent Tasks in the Task Queue

You can find all missed, dismissed, and scheduled urgent tasks in the global task queue. Simply click on the task queue button on the top right corner of the Outreach platform. When the task queue opens, you’ll see an “Urgent Tasks” category. Click on the play button that appears when you hover over the category to start completing tasks. You can also click into the category to view all tasks and select specific tasks to complete.

 

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