Tasks help you execute manual actions like:
Sending a one-off email
Performing a LinkedIn action
Following up after a call
Internal reminders
Creating tasks from the Contacts section is best when:
You want to act on a specific set of contacts
The task is not part of a sequence
You want full control over timing and execution
How tasks behave
Tasks are created per contact
They appear in the Tasks section
Completion/skips are logged in the contact timeline
Step-by-step: Create tasks from contacts
Go to Contacts
Select one or more contacts
Click the Create Task icon
Choose the task type:
Manual Email
Call
LinkedIn actions (view profile, connect, message, etc.)
Fill in task details
Click Create Task