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Outreach Tasks: Completing an Unassigned Task

Unassigned Tasks can be claimed by any user within the Group it was assigned to. Watch the video below to learn more.

Tasks Best Practices:

  • Close out any Threads that are created as a result of completing a Task
  • Add a personalized touch to a message with a template, it may help engage a contact
  • Only Claim Tasks you know you'll complete before or on the due date