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What Tasks are for in SeeVee

Pending vs completed; Outreach, Email, Custom sources; Add Task; outreach links.

At a glance: Tasks is your inbox for things that need your attention—especially before an email sends or when someone expects a reply. Use the Pending tab for what’s open and Completed for what you’ve already cleared. Tasks can come from outreach sequences, email-related signals, or ones you add yourself. You may also see a count of pending tasks in the app so nothing important slips by.

Pending vs completed

Pending lists work that still needs you—review a draft, answer a question, or finish a step. When you’re done, the task moves to Completed so you can look back without cluttering your active list.

Where tasks come from

  • Outreach — Steps from follow-up sequences you started (for example when a plan needs you to approve or edit an email before it goes out).

  • Email — Items tied to your connected inbox, such as when a conversation looks like it needs a reply.

  • Custom — Tasks you create with Add Task for your own reminders.

How this connects to Outreach

Many high-impact tasks show up when you’re using Outreach and email follow-ups. For how plans create tasks and how approval works, see How follow-up emails work and Review emails before they go out.

Related articles

Next: Types of tasks and what each needs from you, Sort your tasks and use bulk actions, Open a task and work it to the end. See also Email someone about a job you saved.

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