How to add Manual Task to campaign?

Manual Tasks allow you to add certain actions to your campaign to improve your workflow and your prospects management in Woodpecker.

Manual Tasks are a part of an Advanced Campaigns add-on, click here to learn more about it » and how to get it on Marketplace »


IN THIS ARTICLE

How it works
How to set it up
FAQ


How it works

You can add Manual Task to your campaign workflow to remind yourself about tasks related to your prospects to do outside of Woodpecker. This can be a reminder to make a phone call, send a connection invite on the social media platform, or simply to check on their status in-app.

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Manual Tasks will impact your campaign flow, as prospects whose tasks remain unresolved will be stopped from progressing further in the campaign sequence. What happens if my task is overdue? »

Once you create a task in your campaign flow, it will appear in the ‘Task’ tab only after your prospect reaches a certain step in the whole sequence. For example, if your task is set after the first follow-up you’ll see it when your prospects will receive a second email from you.


How to set it up

Creating task

While creating or editing your campaign, simply click on an icon to add another step to it and choose between an email and a task. If you decide to choose a task, you’ll be given an option to name your task and write a short description of the action that needs to be done.

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On the right panel, you’ll be given an option to choose how much time you give yourself to do this task or to delete this task.

If this task is the opening step for your campaign you’ll be also able to set several prospects for which this task can be created daily.


You cannot delete a task that was created for even one prospect. You can only do so before your prospect reaches a step with it.


Campaign requires attention

If you see a Requires attention message underneath the campaign name in your Woodpecker account this means some tasks need to be done as the campaign reaches them.

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Simply go to your campaign view to take care of them in the ‘Tasks’ tab.

‘Tasks’ tab

In this tab, you’ll see all the tasks you’ve set as soon as prospects will reach a certain campaign step. If there are currently no tasks that need to be completed you’ll see information about coffee break as there is nothing for you to do today.

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You can filter your tasks by their due dates and markings: ‘ All time’, ‘Next 7 days’, ‘Done’, ‘Overdue’, ‘Ignored’.

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Marking a task as done

If you want to mark your task as done, simply click on the circle with a checkmark next to its name. You’ll see it change to a green color, which means that it will be marked as done and your prospect will move forward in the campaign sequence.

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You can also skip your task by clicking on the arrow on the right, next to your prospect details, and clicking ‘Ignore’ next to the red cross.

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By marking your tasks as done or ignored you allow your prospects to move forward in the sending sequence. However, if your task remains unresolved, as long as you don’t mark it, your prospect will be stuck in the campaign flow at this step.

If you decide to ‘Ignore’ overdue task your prospect will be assigned status ‘Paused (manual)’ and you’ll need to mark them as active in the ‘To Check’ tab »


Campaign statistics with Tasks

At the bottom of your campaign page, you’ll now also see statistics about your task in the campaign flow. You can see how many of them are ‘Created’, ‘Done’, ‘To Do’, ‘Ignored’, and ‘Overdue’.

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You can also see those in the exported CSV file – here you can learn more about exporting statistics from Woodpecker »

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FAQ

Q: What happens to the task if my prospect responds?

If your prospect replies during the time period when you need to do your task, they will be assigned status ‘Responded’ which, even if you mark your task as ‘done’ or ‘ignored’ will stop them from moving further into the campaign flow.

They will not receive the next scheduled emails and the next tasks won’t show up in the ‘Tasks’ tab for them. The same goes for every other status than ‘Active’.

Q: Do I need to connect an email account to have a campaign made only with Manual Tasks?

No, if you’re not going to send an email via this campaign, you do not need to connect an email address to it to get it up and running.

Q: Can I undo my task?

Unfortunately, no. If you mark your task as ‘done’ it cannot be undone as your prospect has already been queued for the next step in the campaign.

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