Manage Manual Tasks

Maintain control over your team's manual tasks, including phone calls and SMS messages, within this section. This tool helps you keep track of tasks, and if you're the assigned user, it serves as your go-to place to start and complete them. By regularly checking in here, you ensure that no project falls behind. It's particularly useful for managing communications like SMS messages and phone calls that you prefer not to automate. To begin using Manual Tasks, head to the Conversation tab in your CRM and select Manual Actions at the top of the page.

Important: Access to some features may be restricted based on your user permissions.

No Manual Tasks Available

Workflows often require various manual tasks, so don’t worry if you see the "No Manual Action" message. This indicates that the assigned user has already completed all required tasks. As workflows and team roles evolve, the manual tasks will also change, ensuring you remain up-to-date with all necessary actions.

Select Campaign or Workflow

Manual tasks vary depending on the selected workflow or campaign. To view tasks associated with different workflows or campaigns, use the Select Campaign/Workflow drop-down menu. This will display a list of all active campaigns and workflows in your CRM. Once you select a campaign or workflow, the relevant manual tasks will be shown.

Assign Tasks to a Team Member

You can view tasks assigned to yourself or other team members by using the Select Assignee dropdown. This menu will list all team members in your CRM, allowing you to choose whose tasks you’d like to review. A list of manual tasks assigned to the selected team member will then appear. If no tasks are listed, it means there are currently no manual actions that need attention.

Begin Manual Tasks

To initiate a manual task, click on the "Let's Start" button. This will take you to detailed information about the first contact in your list, where you can manually initiate a call or send an SMS/Email. Alternatively, you can access a specific contact's details by clicking their name, making it easier to manage your communications.

Sending Manual SMS

This feature allows you to draft and send a text message manually to your contacts, with the option to send it immediately or schedule it for later.

Making Manual Calls

To place a manual call to a contact, simply click on the Dial icon.

Manual Tasks Overview

Contacts
This column displays the customers or leads assigned to specific manual tasks.

Campaign/Workflow
Here, you can see which workflow or campaign the manual tasks were generated in.

Date Added
This indicates when the manual task was created, useful for tracking how long tasks take to be completed.

Assigned User
This column shows which CRM user is responsible for a particular manual task.

Type of Task
This specifies whether the manual task is a call or an SMS.

Deleting Tasks
If you need to remove a manual task due to error or other reasons, you can delete it by clicking the icon here.

Dashboard View of Manual Tasks

Your CRM dashboard provides a clear visual summary of all pending manual tasks, helping you stay organized. It shows the total number of tasks, along with separate counts for phone calls and SMS messages that are pending.