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Add a manual task to your campaign

Updated on October 15, 2024

Creating manual tasks helps you track personalized actions, like making calls or leaving LinkedIn comments, ensuring every step of your outreach is organized and completed.

1

Open your campaign and go to the Sequence section.

2

Click the + button where you’d like to add a manual task.

In the Manual tasks section, you can:

1

Add a title for the task.

2

Write a note to include additional details.

2

Add a URL shortcut and use a custom variable to personalize it for each lead.

Manual tasks are actions that lemlist can’t automate, like commenting on a LinkedIn post. However, lemlist will still track them in your campaign.

Once you’ve created the manual task, it will appear under the Tasks section for the specific lead.

After completing a task, decide how the sequence should proceed by selecting:

1

Done – if you’ve finished the task but want the sequence to continue (e.g., you called the lead, but they didn’t answer).

2

Interested or Not Interested – if you want to stop the campaign for that lead.

Once you mark a task as Done, it will disappear from the Tasks section.

For more details on managing the Tasks section, check out the article here.

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