Task Management

Task Management in AE Sync

What Is a Task?

A task is an action that needs to be completed for a specific contact or lead. Tasks help ensure consistent follow-up and keep your team aligned on next steps.

When a lead first enters a pipeline, tasks will automatically begin appearing on the lead card as part of your workflow—unless you are using Call Care or another external service to manage outbound calling.

How Tasks Are Created

Tasks can be created in several ways:

• Automatically through pipelines and automations

• Manually by a user

• As follow-ups tied to lead stage changes or appointment outcomes
  
  

Each task includes:

• A task type (Call, Follow-Up, To-Do, etc.)

• A due date and time

• An assigned user

• Optional notes or descriptions

Viewing Outstanding Tasks

There are two primary ways to view and manage tasks in AE Sync.

Option 1: Viewing Tasks from the Pipeline

Outstanding tasks are visible directly on the lead card within the pipeline.

• A blue task indicator (for example, a blue “1”) appears on the lead card when a task is due or outstanding.

• When a task becomes active, a task icon will appear on the card.

Managing the Task

1. Click the task icon on the lead card.

2. The contact record will open to the Tasks section.

3. Select the three-dot menu to edit the task or add notes to the description.

4. Once the task is completed, click the checkmark.

   • The checkmark will turn green

   • The task will be closed

   • The blue task indicator will be removed from the pipeline view

Option 2: Viewing Tasks from the Task List

You can also view all outstanding tasks in one place.

1. Navigate to Contacts.

2. Select Tasks.

This view displays all tasks across your account, listed in order of their due dates.

Sorting and Managing Tasks

From the Tasks list, you can:

• Sort by:

  • Task type

  • Assigned user

  • Due date

  • Contact or lead

• Edit task notes and descriptions

• Complete tasks directly from this screen without opening the contact record

This view is ideal for daily task management and workload prioritization.

Best Practices

• Review tasks daily to avoid missed follow-ups.

• Complete tasks promptly to ensure automations and next steps trigger correctly.

• Use task notes to document call outcomes or important details.

• Keep task assignments up to date to ensure accountability.