Reply lets you generate tasks based on different workflows. This article will help you find this setting and pick the right options. Let's dive in!
Once you are ready to add some task steps to your sequence, you can customize the way they are handled. Here is how you can do it:
Open the sequence;
Go to the Settings tab;
Open the Tasks handling section:
The first menu lets you pick whether you want your tasks to be completed manually or automatically:
Manually - the system will not finish the task or move contacts further unless you complete the task in the extension.
Automatically - contacts will automatically be moved to the next step once the delay between the current and the next step is over.
The next setting is all about ownership of the tasks. A Reply sequence can generate tasks in two ways:
A sequence owner - Tasks are assigned to a team member who owns a sequence, they are visible on the Tasks page and in Reply Chrome Extension;
A contact owner - Tasks for each contact are assigned to the correspondent contact owner, they are visible on the Tasks page and in Reply Chrome Extension.
💡 Important: This setting is only available for Team Edition in Public mode.
This is it! If you have any questions about sequence settings or need help with the tasks, feel free to message our Support team in chats or email them at [email protected].