Objective
To bulk skip a task step in a sequence. The tasks may include manual emails, LinkedIn, SMS, calls, or generic tasks.
Applies To
Users
Admins
Before You Begin
If you are not an admin or the owner of the tasks, you will need permissions to view and edit tasks owned by anyone. If you are not an admin, please reach out to your org's admin for assistance with verifying your that your governance profile gives you this ability.
Procedure
There are two options for skipping tasks in bulk: from Activity > Tasks, or the Tasks tab on the sequence (Content > Sequences > select the sequence > Tasks).
1. Navigate to one of the two options above
2. Filter the tasks by State is Incomplete and Sequence is not Empty
3. Add any other filters
4. Select the tasks you'd like to skip
6. Click More Options (. . .)
7. Click Skip step
Additional Information
How to Automatically Skip Call for Invalid or Missing Numbers
How to view/export 'Skipped Tasks'
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