> ## Documentation Index
> Fetch the complete documentation index at: https://unify-19-preview.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks overview

> Organize your team’s follow-up.

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## Overview

Tasks organize the follow-up that needs your attention. A task connects an
action to a person, with instructions, an assignee, a priority, and an optional
due date. Use tasks to review an email before sending it, make a call, or
prepare for a conversation.

Open [Tasks](https://app.unifygtm.com/dashboard/tasks) to work through your queue.
**To do** shows open tasks, and **Done** shows completed or skipped work. Open a
task to read its instructions alongside the person's details and engagement
history.

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## Where tasks come from

Tasks can be part of planned outreach, a response to an incoming email, or a
reminder you create during your work:

* A sequence creates a task when a person reaches a manual email, phone call,
  or action item step.
* Your workspace’s [reply rules](/reference/tasks/settings#create-reply-tasks) can create tasks for responses that need
  follow-up, such as a request for more information or an offer to meet.
* You can create a one-off task for a specific person whenever you need to
  schedule an action outside a sequence.

### Sequence tasks

The sequence step supplies the draft or instructions, priority, and due date.
For example, a call step can give the rep notes to review and four hours to
make the call after the task becomes ready.

The sequence's [ruleset](/reference/sequences/rulesets#task-assignment) chooses
who receives these tasks when the person is enrolled. Automatic enrollments,
such as those from plays, and manual enrollments can use different assignment
settings.

Completing or skipping a task lets an active enrollment proceed to its next
step. To stop the remaining outreach in that enrollment, use
[Remove from sequence](/reference/sequences/enrollments#remove-people).

See [sequence step types](/reference/sequences/sequence-step-types) to configure
these tasks and their timing.

## Work with tasks

Start with [Complete tasks](/reference/tasks/complete-tasks) to organize your
queue, review a person's context, and record the outcome. Use
[Create and manage tasks](/reference/tasks/create-and-manage-tasks) to add
one-off follow-up, adjust timing, or update several tasks together.

For a group of phone-call tasks, use the
[power dialer](/reference/dialer/power-dialer) to work through the calls in one
session.

Use [Task settings](/reference/tasks/settings) to configure reply rules,
phone enrichment, and sequence task skipping for your workspace.

## Task notifications

[Notification preferences](/reference/notifications/preferences) determine
where you receive task alerts. If a sequence task goes to an unexpected
teammate, review its task assignment settings as well as your notification
preferences.


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