Product News

Introducing Task Prioritization

Rachael Siegel's Avatar

Rachael Siegel

Associate Product Marketing Manager

All too often, leads fall through the cracks because of forgotten tasks. How often are these leads warm inbound requests? From a target company? A target persona? What if they expressed interest, but you forgot to send a calendar invite? It’s easy to leave important tasks behind because they were at the bottom of your list and you just didn’t have enough hours in the day.

Not only are leads cooling, but there’s also limited visibility into whether the tasks being completed are the right tasks. It’s even more challenging to know if you’re focusing on the leads that are most likely to close.

Keep track of important leads and drive your results by focusing on what matters. By setting task priority, you can stay organized, ensure you’re working on high priority leads and never miss an opportunity.

Introducing Task Priority 

So that’s why we’re introducing Task Priorities. Now you can assign a priority of low, normal or high to tasks to ensure you complete the right work quickly. This can either be done automatically for tasks created from a sequence step or it can be done manually when creating or editing a task. After task priorities have been set, you can then sort or filter your tasks in the list view to prioritize the tasks you wish to focus on.

Auto Set Priorities with Sequences

Task priority can be set at the sequence level on any manual step, whether a manual email, generic task, or phone call. You’ll see the step priority on the sequence overview page. When the prospect is active in the step, a task will be generated and tagged with the priority that was selected when the step was created.

Add manual step

Task priority can also be applied when creating a single task. 

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Once prospects are designated a priority level, you can use filters to sort prospects by their priority level.

task-priority-3Best Practices

We suggest the following:

  1. Identify the right sequences to add steps with high priority tasks - Top-performing sequences produce warmer leads. Warmer leads are more likely to close. Creating a high priority task for prospects within your high performing sequences will help you stay organized with your workflow and increase the likelihood that these prospects will remain engaged.
  2. Make the first and last tasks in your sequences a high priority task - first and last touches are important to personally engage the prospect or add them to a follow-up sequence to continue your efforts.
  3. Create Smart Views to prioritize your most important tasks - Once prospects are designated a priority level, you can use smart views and filters to sort (dare I say.. prioritize!?)  your prospects by the highest or lowest priority. Save your filter options in Smart Views so you can easily access and filter your selections and easily complete the tasks that matter most.