Overview
Tasks in Apollo in Apollo help you create, prioritize, and complete your outreach to-do list. You can use tasks to manage phone calls, follow-up emails, and other action items tied to sequences, deals, contacts, and accounts.
You can assign tasks to yourself or your team, then set priority levels and due dates. Each task helps you track the manual steps needed to complete the action and move a prospect forward.
Check out the following sections to create and complete a task on Apollo.
Looking to complete tasks? Check out Organize and Complete Tasks for the steps to work through your task list.
Create a Task
Access to tasks depends on your Apollo plan. If you need access, upgrade your plan. If you have questions about upgrading, reach out to the Apollo sales team.
You can create tasks in Apollo from tasks, from a sequence, or from an account, contact, or deal:
To create a task from the tasks hub:
- Launch Apollo and click Tasks.
- Apollo displays all of your current tasks, organized by type.
- Click Create task.
- Select a contact, account, or deal to associate with the task. You can search by name.
- Select a task type and enter a title.
- Enter a task description, then select an assignee, a priority level, and a due date.
- Depending on the task type, complete any other required fields. When finished, click Create task.
You have now created a task. The person assigned to the task can complete the task from Tasks or from the associated account, contact, or deal.
Learn more about how to complete a task.
Creating a LinkedIn task? Learn more about how to create and complete a LinkedIn task.
Want to learn more about sequences and how to create and manage them? Check out Sequences Overview to dig in.
You can create a task in a sequence step, or generate tasks automatically with sequence triggers:
To create a task from a sequence step:
- Launch Apollo and click Sequences.
- Select an existing sequence or create a new one.
- Click Add step, then choose a task.
- Select when to start the step after the previous step. Assign a priority level, and add notes for context on the task.
- Click Continue.
You have now created a task from a sequence step. When Apollo moves your contacts into the sequence step, you can complete it. Head to Tasks or the associated account, contact, or deal to complete the task.
Learn more about how to complete a task.
Creating a LinkedIn task? Learn more about how to create and complete a LinkedIn task.
To automatically create tasks from a sequence trigger:
- Launch Apollo and click Settings > Team email & sequences > Sequences > Sequence rulesets.
- Select an existing ruleset or create a new one.
- Check Create a phone call task... to create tasks based on the number of times an active contact opens an email. Then enter how many times you want contacts to open an email before Apollo creates the task for you.
- When finished, click Save.
You have now configured a trigger to automatically create a task from a sequence.
When contacts meet the requirements, you can complete the task from Tasks or from the associated account, contact, or deal.Learn more about how to complete a task.
Creating a LinkedIn task? Learn more about how to create and complete a LinkedIn task.
To create a task for a specific account, contact, or deal:
- Launch Apollo and click Deals, People, or Companies, then filter to view saved contacts or accounts.
- Select a contact, account, or deal.
To create tasks in bulk for accounts or contacts, check multiple prospects then click ... > Create task.
- Click + under the tasks widget.
- Enter a task title, and select a task type.
- Select an assignee, a priority level, and a due date.
- Depending on the task type, complete any other required fields.
- When finished, click Create task.
You have now created a task. The team member assigned to the task can complete the action from Tasks or from the associated account, contact, or deal.
Learn more about how to complete a task.
Creating a LinkedIn task? Learn more about how to create and complete a LinkedIn task.
Next Steps
Here are a few helpful next steps to keep your team moving from task setup into organized, high-impact execution in Apollo.
| Organize and Complete Tasks | When you’re ready to work the queue, organize and complete tasks to focus on the right actions first and keep outreach moving without losing momentum. |
|---|---|
| Tasks Overview | Need the bigger picture? see how tasks work across Apollo to connect daily follow-up with sequences, contacts, accounts, and deals. |
| Complete LinkedIn Tasks in a Sequence | Want more than calls and emails? add LinkedIn task execution to your sequence flow to build warmer multichannel outreach around every prospect. |
| Sequences Overview | Take the next step and map tasks into a full sequence strategy to turn one-off follow-up into a more consistent outreach cadence. |
| Create a Workflow | If your team is doing the same setup over and over, build workflows that schedule tasks automatically to cut manual admin and keep reps focused on execution. |