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Tasks is one table of everything waiting on a person: emails held for approval and LinkedIn steps waiting to run. It spans every sender and every sequence, so you start the day here without knowing where each item came from.
The Tasks table filtered to Needs approval, with a row per contact and columns for Contact, Company, Title, Task, Assigned to and Waiting. Five rows are Send email tasks and five are View profile steps on LinkedIn, assigned to Maya Chen or Jordan Reyes, each with a tick box for deciding several at once.

The Tasks table, filtered to what is waiting.

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Know what lands in Tasks

  • An email step with Needs approval before it sends switched on, and every email while its sender is on Always ask.
  • Any message that tripped a check, whatever the sender’s send mode says, and one the agent was not confident in while the sender is on Send when confident.
  • Every LinkedIn step while its sequence or its sender asks for one. A step from Try a step never waits here, because that click is the approval.
Nothing expires. An item waits until someone decides, and the sequence’s Audience tab shows the contact as Needs approval meanwhile.

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Work the list

In Tasks, each row names the Contact, the Task and its Sequence, who it is Assigned to, and how long it has been Waiting. Company and Title appear when the contact’s table has them. Filters narrows the list by status, waiting time, channel, task type, sender, sequence or Held because. The newest task is on top, and the list and the sidebar’s count update on their own, with no reload. Click a row to open it beside the table, with the exact text that will go out. Tick rows instead to decide on them together: Approve sends them all, and Reject stops them all after one confirm.
  • Approve sends an email as soon as its sending window and limits allow. A LinkedIn step goes in line for the sender’s browser, which runs it inside the window.
  • On a paused sequence, nothing goes out on either channel. Approve keeps your decision, and the step goes out after Resume sequence.
  • Rewrite the subject or message in the pane first if you need to. It saves as you type, and what you approve is what sends, word for word.
  • Reject stops the contact in that sequence. Nothing later in the sequence reaches them, and the Audience tab shows them as Rejected. On a message the agent wrote, it first asks what needs to change, then offers Stop contact or Rewrite with this.
  • Write again, on a message the agent wrote that is still waiting, asks what needs to change. Rewrite with this updates the agent’s instructions from your answer, then writes the message again. The task reads Writing again and leaves Needs approval while the agent writes, then comes back with the new message.

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Watch approved work go out

An approved row leaves Needs approval. To follow it, pick Approved under Filters, where Detail says where each row stands. The time counts down, such as “Next, in 47 seconds” or “Window opens in 3 hours”.

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Retry a failed step

Failed, under Filters, lists the steps that failed. Open one to read why, then click Retry to run the same step again.
  • While a LinkedIn step can still be retried, Needs approval shows a line such as “2 LinkedIn steps failed.” with Show, which opens that list.
  • A LinkedIn step runs again with the same words and the approval it already had. Retry never restarts the sequence.
  • Retry checks LinkedIn first, and a step it finds already done is marked done rather than sent twice.
  • When a message or InMail may already have gone out, Retry first asks “Send it again?”. Send again retries it, and Cancel leaves it.

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Decide who approves what

Each sender decides what their own channel does, on their own page. A sequence can ask for more, never less. See Senders.

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Good to know

Yes. It counts toward the emails its sequence keeps written ahead, so the agent writes the next contacts once these are sent or rejected.
First thing when its sending window opens. An approved email goes ahead of every other contact due then, so the day’s first sends are the ones you approved. An approved LinkedIn step keeps its place in the sender’s line, ahead of steps queued after it.
The agent writes a contact’s follow-ups with their first email, so one task covers the whole thread. Each follow-up shows when it goes, such as “3 days later”, and you can edit any of them before you decide.Approve approves the whole thread, and says how many emails that is, such as Approve 2 emails. Each follow-up then sends as written when its turn comes, with no task of its own. A reply or a bounce still stops the rest. Reject stops the contact, so none of them send.
On the sender: Send mode on its Settings tab, and the run mode in the dropdown beside Limits on its LinkedIn tab. Manual run holds every step for a person, and Automatic run lets steps go out on their own within the daily limits. A new sender sends email when the agent is confident and holds LinkedIn steps.On the sequence: LinkedIn approval and Email approval on its Settings tab, each offering Sender default, Send when confident and Require approval. A step’s own Needs approval before it sends switch works the same way.Both add approval, and neither can remove it: whether a mailbox or a LinkedIn account may act unwatched is the sender’s call. A step shows that switch only while it could change the answer, and names the rule already in force otherwise.Under Senders on the sequence’s Settings tab, a sender whose rule differs from the others carries a chip naming it, such as “LinkedIn: Manual run”. When every sender agrees, none does.Switching a sender to Automatic run approves the LinkedIn tasks that waited only for that setting. Switching back to Manual run returns their queued steps nobody approved to this list.
Needs approval is an email or LinkedIn step waiting on you. Approved is decided and on its way, and Detail says where it stands. Done went out, Rejected was refused, and Failed could not be done.An approved step on a paused sequence stays Approved and waits. Its Detail reads “Sequence paused” until Resume sequence.A LinkedIn step the browser passed over, such as a request to someone already connected, reads Skipped. Choose Any status to see every row with its word in a Status column.Writing again is a message the agent is rewriting after Write again. The same task comes back as Needs approval with the new words.An Approved row cannot be ticked, and its pane offers no Approve or Reject.
Where each approved, finished or failed row stands, with any time counting down as you watch:
  • “Running” or “Sending” is going out now, and “Sent” has gone.
  • “Next, in 47 seconds” or “3 ahead, in 2 minutes” is a LinkedIn step’s place in its sender’s line.
  • “Daily limit reached, resumes in 6 hours” waits for the sender’s limit to reset at midnight in their timezone.
  • “Browser offline” runs once a browser with the extension opens for that sender.
  • “Window opens in 3 hours” is an email or LinkedIn step waiting for its sequence’s sending window, in the sender’s timezone.
  • “Sequence paused · Out of credits” waits until the sequence resumes, with the reason it paused. “Contact paused” waits until that contact resumes.
A failed row says why it failed. For a LinkedIn step, those are the words the step shows when you open it on the sender’s Activity tab. The column appears only while some row has something to say.
Because something holds them back. The message names the one thing that matters most:
  • “They wait for their sequence to resume.” Their sequence is paused, so they go out after Resume sequence.
  • “They wait for the sending window to open.” Their sequence’s sending hours are closed in the sender’s timezone.
  • “They run when a browser is open for Maya.” No browser with the extension is open for that sender.
  • “15 wait for the daily limit to reset.” Those steps are past the sender’s daily limit.
Detail on the Approved list has each row’s time.Before you approve, the pane warns when the sender has no browser open: “Approved steps wait until a browser is open for Maya.” On a paused sequence it says “Approved steps wait until this sequence resumes.” See Connect LinkedIn.
Yes. Click Check the writing on the sequence’s Builder tab, or open its AI writing tab. A message that would wait here says so under it, with the reason. See The outbound agent.
Open a message the agent wrote. How confident it was and why it is waiting show above the email, and Why the agent wrote it under the email opens its quality score, reasoning and facts. To read the doubtful ones first, pick a reason under Held because in Filters.Approve by confidence clears the waiting messages that score at least what you type, and leaves the ones a check flagged.
Yes. Your rewrite, and what you say under Reject or Write again, become examples for its next messages. Rewrite with this also updates its instructions.Approving a message you opened and left as written is kept as Approved as written in the agent’s feedback. Approvals never change what the agent writes, and neither does anything you decide on ticked rows.
Because its contact has moved on since it failed. They were retried already, stopped or removed. Retry shows only while the contact is still stopped at that step.A withdraw that found the person already connected never offers it, because there was nothing to withdraw.
On the sequence’s Audience tab, where the contact reads Interrupted until you retry. The sender’s Activity tab lists the step as Failed, with the same reason. See LinkedIn steps.
On the sender’s Activity tab: the emails and Inbox replies sent as them, their LinkedIn steps that reach someone, and every task rejected here. Each row says whether a person approved it or it went automatically. See Senders.
Use the box at the top of the table. When any row is already ticked, the same box clears every tick instead.
The list is too narrow for all of them, such as beside the AI Assistant. Title gives way first, then Company, Assigned to, Sequence and the status. The contact, the task and how long it has waited always show, and a wider window brings the rest back.
The list is filtered to one sequence, and the filter already names it. Clear it in Filters to bring the column back. It is also hidden when none of the tasks listed came from a sequence. A task that no sequence made, or whose sequence was deleted, shows a dash under Sequence.
No. The extension’s side panel runs approved steps and can skip one, but approving and rejecting happen here for every sender and channel.
No. Checks of your inbox, your sent requests and your new connections run on their own in every mode, so the list only ever holds work that reaches someone.
Oneprofile couldn’t tell whether a contact accepted a connection request by the end of its wait, so it looks at their profile once. The row reads “Check whether they accepted”.The look is a LinkedIn step of that sequence, so it waits here whenever the sequence’s other LinkedIn steps do. Approve it, and the contact goes down the branch the look finds. See LinkedIn steps.
Because they had moved on while you were reading. A browser ran the step, the contact replied, or a teammate decided it first. The rows that could still be decided were, and the count says how many of each.
Any AI-written part of an email is written when the task is created, so you read exactly what would send. That writing is charged once, whether you then approve or reject.
No. Once approved, an email goes out as soon as its sending window and limits allow, and a browser may already be typing the LinkedIn step. To stop that contact, tick them on the sequence’s Audience tab and click Stop.On a paused sequence the approved step is still waiting, so stopping its contact before Resume sequence means it never goes out.
Pausing a sequence keeps its tasks, and you can still approve or reject them. Nothing goes out on either channel until Resume sequence, approved steps included. Only a LinkedIn step a browser had already started may finish.Deleting a sequence withdraws every task it created, and a reply typed in the Inbox still sends. Stopping a contact withdraws theirs, and resuming them asks the step again.
Each opened task says who approved or rejected it, and when. The contact’s timeline on the Audience tab carries the same entry.

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Next steps

Email steps

Switch on Needs approval before it sends on one step.

Build a sequence

Set a sequence’s own approval mode.

Branch on a condition

Branch the sequence on a reply or a connection.

Connect LinkedIn

Connect the browser that runs approved LinkedIn steps.