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Create Tasks in Salesgear

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. Tasks depend on your plan; if you see an upgrade prompt, your plan doesn't include them.

This article walks through how to create tasks directly from the Tasks page.

➕ Creating a task

  1. Open Tasks in the sidebar.

  2. Click Add Task in the top-right corner.

  3. Choose the type of task you want to create:

    1. Email (Manual)

    2. LinkedIn (Manual), then pick the Task Type:

      1. View Profile

      2. Send Connection Request

      3. Send Message

      4. Interact With a Post

    3. Call

    4. Custom Task

  4. Add the prospect's Email Address (matching contacts are suggested) and the Due On date.

  5. Enter notes if you want to. For a manual email, click Next and write the email.

  6. Click Create Task.

📌 You can also create a task from a contact's side panel, or automatically with a trigger's Create a task action.

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