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Viewing tasks created from an Automation
Viewing tasks created from an Automation
Updated over 8 months ago

To view tasks, go to Tasks under Marketing

Tasks will start in Not Started status and you can update the status to Done or In Progress from the dropdown next to each task:

How do I take action on tasks?

You can click on Text or Email to generate a personalized message to a client. Phone call and "other" types will not have an action attached to them in Arketa.

How can I see a specific person's tasks?

You can filter by Task assignee, shown below:

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