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Introduction to Task Management and Execution: Universal Taskflow
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Enable Universal Taskflow and Prepare Your Setup
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Launch and Work in Universal Taskflow
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Complete Tasks in Universal Taskflow
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Summary with Reference Materials
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Knowledge Check
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Course Feedback Survey
Task Management and Execution: Universal Taskflow
Learn how to use Universal Taskflow in Outreach so you can launch tasks, work with better context, and complete task execution more efficiently.
Universal Taskflow helps you complete Outreach tasks while keeping the right prospect context visible across Outreach, Salesforce, LinkedIn, and other supported websites. In this course, you learn how to enable Universal Taskflow, launch tasks, move through task execution, and use common taskflow features during call, email, and LinkedIn work. You also learn what settings and workflows help Universal Taskflow work smoothly day to day.
After completing this course, you will be able to:
- Explain what Universal Taskflow does
- Enable Universal Taskflow and related settings
- Launch and execute tasks in Universal Taskflow
- Use taskflow features to move between tasks and related record views
- Complete common task types in Universal Taskflow
- Adjust your taskflow setup to support a more efficient workflow