Overdue Tasks Smart List

Staying on top of overdue tasks is essential for successful follow-ups and meeting your sales KPIs. Orum’s "Overdue Tasks" Smart List ensures that no overdue call tasks go unnoticed by automatically surfacing them in your dialer.

This guide explains how to access and manage overdue tasks seamlessly within Orum.

🚨Currently, this Smart List is only available to Outreach and HubSpot users in our new dialer. 

What Are Overdue Tasks?

Overdue tasks are call tasks from your SEP that were due before today and not yet been completed.

This smart list consolidates all these tasks into one easy-to-access list, helping you prioritize and manage your most over due call tasks more efficiently.

How to Use Overdue Tasks

1. Accessing Overdue Tasks:
   • Open the Orum dialer.
   • In the list dropdown menu in the Dialer Options, select "Overdue Tasks."
2. Viewing Overdue Tasks:
   • The list will display all call tasks that are past their due date in your SEP.
   • The default view sorts tasks by the oldest due date, so you can prioritize the most urgent follow-ups.
3. Completing Overdue Tasks:
   • As you dial, any completed calls will automatically update in your SEP.
   • Tasks are marked complete based on the activity and dispositions logged during the call.

Best Practices for Overdue Tasks

• Keep your data clean by managing your uncallable prospects, in the uncallable section below your main dialing list.
• Start with the oldest tasks to address critical follow-ups first.
• Use clear dispositions during calls to ensure proper syncing back to Outreach.
• Stay consistent by checking this list daily to reduce the backlog of overdue tasks.

FAQs

1. How does Orum identify overdue tasks?

Overdue tasks are synced directly from your SEP based on their due dates. They include both one-off due tasks and sequence due tasks.

2. Will overdue tasks automatically disappear when completed?

Yes*, once a task is marked as complete, it will no longer appear in the "Overdue Tasks" list. *NOTE: If you have the setting turned on for one-off tasks to complete only upon a connect in your personal setting, this setting will also be respected in the Overdue Task list.

3. Can I customize how overdue tasks are displayed?

Currently, the default view is sorted by one-off tasks followed by sequence due tasks organized by most overdue. You can use the column feature to customize your list view.

1. How can I know which tasks are One-Off vs Sequence tasks?

Sequence Tasks will have the Sequence Name field populated, if this field is empty it is a One-Off task.