Tasks automatically created by sequences offer unique options for greater flexibility when managing recipients.
When a sequence creates a task, you will see a yellow bar with information about the sequence, the current stage, and the email address of the recipient related to this task.
Skip the 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 as Skipped, and the recipient will proceed to the next stage of the sequence. The next task in the queue will automatically be loaded for the user within the Tasks Workflow 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.
(For Salesforce Admins) If your Mixmax Workspace syncs to Salesforce, we recommend creating a new task status value called "Skipped" and leaving "Closed" unchecked. This will enable you to report on tasks that are Skipped (vs. Open vs. Completed) in Salesforce.