Task management and execution: Universal Taskflow

In this course, you will learn how to view, organize, and execute different types of tasks in Outreach. We recommend best practices for customizing your Task Flow settings. You will also learn how to leverage the Universal Task Flow sidebar as well as handy features to streamline your task management and execution.

Topics:

• How does Outreach make task management and execution more efficient?
• Manage and launch tasks from the 360 View, the Tasks page, and the Due Tasks icon.
• Best practices for Task Flow settings that streamline task execution.
• Leverage the Universal Task Flow sidebar to execute tasks strategically and efficiently.
• Tips and tricks: snoozing, rescheduling, and end-of-sequence actions.