Skip a Sequence Task
Tasks that are automatically created by sequences will present unique options that allow for more flexibility when managing recipients.
When a task is created by a sequence, you will see a yellow bar with information about the sequence, current stage and the email address of the recipient related to this task.
Skip recipient to the next stage
There could be several reasons for wanting to move a recipient along the sequence and not completing the task associated with the current stage. In situations like this, users have access to the "Skip person to next stage" action.
When this option is clicked, the task will be marked with the status "skipped" and the recipient will move on to the next stage of the sequence. The next task in the queue will automatically be loaded for the user within beast mode.
Users can view skipped tasks by navigating to the task dashboard and changing the Status filter to select the Skipped option.
Skipped tasks will not count towards Completed tasks under task reporting.
Note for Salesforce Admins: if your work Mixmax workspace syncs to Salesforce, we recommend creating a new task status value in Salesforce where value = "skipped" and Closed is left unchecked. This will allow you to report on skipped (vs. open vs. completed) tasks in Salesforce.