Overview
Tasks are getting a makeover! If you don't have access to the new experience yet, stay tuned as we roll out these changes to users automatically.
Tasks on Apollo allow you to create, prioritize, and complete your outreach to-do list. Create tasks to tackle phone calls, follow-up emails, and action items that each sequence, deal, contact, or account requires.
You can assign tasks to yourself or your team, and set priority levels and due dates. Each task reminds you of the manual steps you need to take to complete the action and move the prospect forward.
Check out the following sections to create and complete a task on Apollo.
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 a task for LinkedIn and how to complete it.
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 a task for LinkedIn and how to complete it.
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 a task for LinkedIn and how to complete it.
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 a task for LinkedIn and how to complete it.
Complete a Task
To complete a task:
- Launch Apollo and click Tasks.
- Apollo displays all of your current tasks, organized by task type.
- Click to filter by specific task types along the top.
- Click Sort to sort your tasks by due date, contact local time, or priority level.
- Click Show filters to find a specific task with search filters.
- Select the task you want to execute.
- Apollo shares the associated contact, account, or deal information, along with details about the task.
- Depending on the task type, enter any required fields, or follow the instructions to complete the task.
- When finished, click Complete.
Check out Complete a LinkedIn Task to learn more about executing LinkedIn tasks. If you're looking for tips to turn your LinkedIn connections into revenue-generating conversations, watch Apollo's master class on social selling.
You have now completed a task on Apollo. Check out some next steps to keep up the momentum!
Next Steps
Dig into these resources to help you master tasks and sequences on Apollo:
| Sequences Overview | Learn all about how sequences can help you automate outreach that keeps prospects engaged. |
|---|---|
| Create a Sequence | Create a new sequence to streamline how your team follows up with every prospect. |
| Create a Sequence Ruleset | Use sequence rulesets to automate tasks and triggers when contacts hit preset engagement thresholds. |
| Complete a LinkedIn Task | Execute LinkedIn tasks to turn your social connections into revenue-driving conversations. |
| Search Filters Overview | Get to know search filters on Apollo and how you can pinpoint your prospecting and find the tasks and contacts that matter most for your next call. |