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Executing and Managing Tasks

Written by Premsanth Rajamani

Work through your task queue, filter by timing, and handle LinkedIn tasks without leaving Salesgear.

👉 Filter your task list

From the Tasks page, use the filters next to the Start tasks button: All, Today, or Upcoming (tasks scheduled for a future date). You can also filter by task type (e.g. LinkedIn).

👉 Execute tasks

  1. Click Tasks from the left navigation.

  2. Apply a filter if needed, then click Start tasks.

  3. Complete the task in the execution window. It's marked complete, and you move to the next one automatically.

👉 Reschedule a task

  1. Click Snooze next to Mark as complete.

  2. Select a new time and click Snooze to confirm.

👉 Executing LinkedIn tasks

Filter by LinkedIn under task type, then click Start tasks. Click View profile below the notes section — LinkedIn opens inside Salesgear, so you can complete the action without leaving the app. A task panel at the bottom shows your remaining LinkedIn tasks; mark each one done and continue to the next from the same screen.

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