Who this is for: Recruiters managing tasks created by sequence Task steps — completing them, tracking overdue ones, and keeping sequences moving.
Where to find sequence tasks
Sequence tasks are visible in the Tasks tab inside each sequence. It scoped to tasks from that specific sequence only. This is the best view when you're reviewing a single sequence's task backlog.
This article covers the Tasks tab inside a sequence. The tab only appears after at least one recipient has started the sequence and reached a Task step.
The Tasks table
The table shows all tasks created by this sequence. By default, only Due and Overdue tasks are shown — completed and skipped tasks are hidden unless you filter for them.
The table is sorted by Due Date, with the most overdue tasks at the top.
Columns
Column | Description |
Task Title | The task name as configured in the sequence step. Sortable alphabetically. |
Due Date | When the task is due. Default sort — most overdue first. Sortable by date. |
Task Type | The category selected in the step configuration (e.g., Call, Research, Custom). Sortable. |
Recipient | The candidate or contact this task is associated with. |
Assigned To | The sender responsible for completing the task — always the recipient's assigned sender. Sortable. |
Notes | Description or instructions added in the step configuration. |
Skipped On | Date the task was skipped, if applicable. Sortable by date. |
Actions | Mark Complete, View/Edit Details, Skip Task. |
Task statuses
Status | Definition |
Due | Requires action and is within the due date. Shown by default. |
Overdue | Not yet completed and the due date has passed. Shown by default, sorted to the top. |
Completed | Marked complete by the recruiter. Hidden by default — filter to see these. |
Skipped | Skipped manually by the recruiter or automatically via the skip-on-overdue toggle. Hidden by default — filter to see these. |
Task actions
Mark Complete
Instantly marks the task as done and advances the recipient to the next step in the sequence. The delay clock for the next step starts counting from the moment the task is marked complete.
You can mark a task complete by:
Clicking Mark Complete in the Actions column of the Tasks tab
Hovering over the task row to reveal the Mark as Complete option
Opening the task and completing it from the recipient's entity page (same experience as non-sequence tasks)
Skip Task
Skips the task step and immediately advances the recipient to the next step — without the task being completed. The skipped task is removed from the Due/Overdue view and only appears when you filter by Skipped status.
Skipping a task is equivalent to archiving it for sequence purposes — it tells the system "move on from this step" without recording the task as done.
Edit Details
Opens a modal where you can update the task's title, description, priority, and reminder. Note that changing the due date from here does not affect the delay configuration in the sequence — it only changes the due date for this specific task instance. If you change the due date, a warning informs you that the next step will not execute until the task is completed or skipped.
Reminder edits follow the same rules as the Tasks module — only preset options are available, no custom date selection.
Bulk actions
Select multiple tasks using the checkboxes to act on them at once:
Mark as Done — completes all selected tasks and advances their recipients
Skip — skips all selected tasks and advances their recipients
Update — bulk edit task details across selected tasks
Filters and search
Search by: Task Name or Recipient Name
Filter by Task Status: Due (Today or Later), Overdue (default), Completed, Skipped
Filter by Assigned To: Any recruiter assigned to tasks in this sequence
Notifications and reminders
Sequence tasks generate notifications differently from regular tasks. The matrix below shows what's sent and through which channels:
Notification type | In-App | |
Task Reminder | ✓ | ✓ |
New task assigned to user | – | – |
Daily digest | – | ✓ |
Weekly digest | – | ✓ |
User mentioned in task notes | ✓ | ✓ |
Sequence tasks are included in Daily and Weekly digest emails by default. Recruiters can opt out by adjusting their Task notification settings.
What happens when a task is deleted
If a task is deleted from the Tasks tab, it is treated as Skipped for the purpose of sequence progression — the recipient advances to the next step automatically. The task is removed from the Tasks tab but remains visible as Skipped when editing that recipient's content in the recipient-level editor.