How can I include custom tasks in a cadence?

August 29, 2024 17:37

Now that you're familiar with custom tasks, it's time to include them in your cadences.

Reminder: Only admins can create custom tasks.

Creating a cadence including custom tasks

1. Go to your Cadences

2. Click on CREATE CADENCE

3. Select the type of cadence you want to create

4. Set up the cadence

5. Click on + ADD STEP

6. Select Custom

7. Set up your Custom Task (type, day, time, description, mandatory/skippable)

cadence

1. Go to your Cadences

2. Select Edit on the cadence you want to include custom tasks

3. Click on + ADD STEP

4. Select Custom

5. Set up your Custom Task (type, day, time, description, mandatory/skippable)

adding