Terlido Help
Tasks

Tasks overview

Work through calls and manual LinkedIn, research, or sequence steps.

Work through calls and manual LinkedIn, research, or sequence steps.

Terlido Tasks screen for manual, call, and social follow-up work
The current Tasks screen. Fictional demo tasks and contacts show the workspace-wide follow-up workflow.
Tasks overview workflow diagram
A page-specific visual summary of the verified tasks behavior described below.

How to use it

Open Tasks and filter overdue, today, or upcoming work. Select a task to see the contact and campaign context.

Important behavior

Completing a sequence task can advance the contact to the next step.

Reply, bounce, and out-of-office automation

Automatically stop, suppress, or delay campaign work after inbound events.

Complete tasks and record outcomes

Finish manual work and record a structured outcome.

On this page

How to use itImportant behavior