Overview
The Task Widget is a new feature available on your Samplead Home page. It helps you stay on top of the most important actions you need to take across your campaigns and prospects — all in one place.
How It Works
Tasks are created automatically by the system based on key prospect activity or campaign status. Once a new task is available, you'll receive a Slack notification in your integrated channel so you never miss an important action.
Automatic Task Types
The system creates the following tasks automatically:
- Contact information was shared — A prospect shared their contact details in a conversation.
- The prospect is interested — A prospect has shown interest and requires follow-up.
- The conversation is marked as follow-up — A conversation has been flagged for follow-up action.
- No active campaigns — Your account has no active campaigns running.
How Tasks Are Completed
Tasks are completed automatically — you don't need to close them manually. Here's how each type gets resolved:
- Prospect-related tasks (contact shared, interested, follow-up): The task is marked as complete once you send a message to the prospect, resume a sequence, or schedule a message.
- No active campaigns: The task is completed once you activate a campaign.
Slack Notifications
Once a new task appears in your dashboard, you'll automatically receive a Slack message in your integrated channel. Make sure your Slack integration is active to receive these notifications.
💡 Need help setting up your Slack integration? Check out our Integrations guide.