Setting up an automated, recurring task list is easy and keeps your sales reps focused on winning leads by making sure they know what to do to build a relationship with your prospects.

You can define tasks that must be completed during each stage for every lead. Nutshell will automatically add these at the right stage.
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Tasks might include prompts to make a call, prepare for a meeting, or other work that should be repeated for every lead.

When your stage goal is met, all tasks for that stage will be automatically skipped and your lead will move to the next stage.

Admins can set up tasks in the Sales automation section of your company settings. To add or edit task lists, click 'Edit' next to your pipeline.
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You can build out task lists in draft pipelines while you design your sales process. Once you activate the pipeline, these automated task lists will start appearing on new leads that enter the relevant stages. Learn more about draft pipelines here.

Click the + box in the Tasks section below the relevant stage.

Give your new task a title. This is all that’s required to create your new task.

If you’re done, click Add to save the task.

By default, your tasks will be automatically assigned to the lead owner (see user assignment for more on assigning your leads).

You can also choose to assign your tasks to individuals on your team who are best suited to complete the task, or to an entire team (for example, you may wish to assign a customer onboarding task to your account management team).

Note that choosing an assignee here does not reassign the lead, it simply assigns the task to the selected team member.

You can apply a relative due date to your time sensitive tasks, to ensure that no one’s missing their opportunities.

The relative time frames available for due dates are:

The triggers available to start the clock on your due date are:

You have the option of including a description of the task to coach your team.

Want to know how well your team is completing their automated tasks? Use the Task report to dive into the details.
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The Task report provides insight on whether your team is completing tasks on time, late, skipping them or not completing them at all. Filter the report by date range, pipeline and assignee to better understand efficiency so you can improve your team's workflow.