Tasks help you stay on top of follow-ups and daily outreach without losing context.
In Salesgear, tasks act as simple reminders—so you engage the right contact at the right time. They can exist independently or alongside sequences, all managed from the Tasks section.
This article walks through how to create tasks directly from the Tasks page.
➕ Creating a task
Open Tasks from the left navigation.
Click Add task in the top-right corner.
Choose the type of task you want to create -
Manual email
Manual LinkedIn task
view profile
send connection request
send message
interact with a post
Add the prospect's email address and due date to execute the task
Enter notes if you want to and save.
