Your LinkedIn to do list
In Assist mode, Terry prepares each LinkedIn touch as a task on Tasks and on Social, LinkedIn. You check the words and send it yourself, one at a time.
LinkedIn tasks are in two places: Tasks in the menu on the left, in the LinkedIn group, and Social, LinkedIn. Tasks land there when your LinkedIn sends in Assist mode, or when no account is connected for the person a flow wants to reach. With a connected account in Automated mode, Terry sends for you and the list stays short.
Kinds of task
| Task | What you do |
|---|---|
| Invitation | Send a connection request with the short note Terry wrote. LinkedIn allows 300 characters. |
| Message | Send a message to someone who accepted your invitation. |
| Voice note | Record and send a short voice note. Connections only. Only if your workspace has LinkedIn voice notes switched on. |
| Profile visit | Open their profile, so your visit shows before your connection request does. Only if your workspace has LinkedIn warm-up switched on. |
| Like | Like their most recent post from the last month. Only with LinkedIn warm-up. |
| Withdraw | Withdraw a connection request that went unanswered. Only with LinkedIn warm-up. |
Work through them on Tasks
- Open Tasks and select a task under LinkedIn. The panel on the right shows the words and what to do.
- Press Copy to copy the words, and change anything you like when you paste them into LinkedIn.
- Press Open profile or Open message to do it on LinkedIn, then press Done.
- Not right for this person? Press Skip. Skipped tasks do not come back, and a flow moves on to its next step.
The tabs at the top of Tasks, To do, Done and Skipped, keep a record of what you handled.
On Social, LinkedIn
The column on the left lists To do, Sent, Done and Skipped. Each task has Copy text, Open profile or Open message, Done and Skip. Sent shows what went out on LinkedIn, with a link to LinkedIn in the Inbox.
In Classic
The list is on Social, LinkedIn, with tabs for to do, done and skipped. Press Copy text, then Open profile or Open message, then Done or Skip. Classic has no Tasks page. See The new dashboard to switch.