creating and managing tasks

Shivansh Mehendiratta avatar
Written by Shivansh Mehendiratta
Updated over a week ago

You can create and manage tasks as steps in Super Send by dragging and dropping a task node.

When the prospect reaches the task node, A yellow triangle icon will appear indicating there is a task that needs attention. You can also filter by Has Task to help find leads that need tasks done.

Clicking Edit will show you the task to be done. You can mark a task as completed with or without a note, and this event will show in the events page too. This is great for phone calls or one off tasks that need to be done when a prospect reaches a certain point.

once the task is complete, the prospect can move on to later steps in the sequence

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