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To add a manual task to a sequence, add a Task step, write the instructions, and set the priority, assignee, queue, and due time. The sequence waits until the task is resolved.

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What this gets you

  • You combine automation with a personal touch, so the sequence waits while a person acts.
  • The task lands in your queue with instructions, a priority, and a due time.

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Steps

  1. In the sequence editor, add a Task step where a person should act.
  2. Write instructions for the recruiter completing it.
  3. Choose the priority, assignee, and task queue.
  4. Set a relative due time in minutes, hours, or days.
  5. Save. The sequence waits for the task before it continues.

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Tips

  • A sequence made only of tasks doesn’t need a messaging sender.
  • Open the pending task directly from a contact’s active sequence.

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Ideas to get more from it

  • Add a call task a few days after an email.
  • Create tasks for your highest-priority contacts only, using a condition.
  • Build a task-only sequence when you don’t need a sender.