General call list, sequence and cadence functionality
Quack pulls tasks that are listed as due or past due and are assigned to you in the given CRM. Prior to loading a cadence, sequence or list into Quack, verify that the cadence, sequence, or list Tasks that are being loaded show as “DUE” or “PAST DUE”, and are assigned to you.
It is also important to verify that the Tasks relate to 'Calls' as opposed to email or other prospect contact methods. *Please note: Quack only pulls in Call tasks.
The Task is not in the user's name. (It belongs to a different user)
The User has filters applied in Quack which prevent them from seeing the entire list.
There are too many tasks in the call list. We don't recommend trying to load over 500 tasks in a list. Quack will pull tasks from oldest to newest. We recommend filtering down "All" type lists (All Cadence Due, All Sequence Due) to a few sequences, cadences, or reports you'd like to work on or pulling the specific list to help minimize the number of tasks being loaded at once.
Quack won't show every task for a prospect if we find more than one task for them. So if a prospect had 3 one-off tasks we'd only show 1 in Quack until it was completed and then we'd pull the next one in.
The task you are looking for is a "One Off Task". One Off Tasks have their own list! If a task is a part of a sequence, or cadence you will not find the task here, this includes follow-ups created off a cadence, or sequence.
After completing the previous above verifications, Quack may need to be “REFRESHED” to make ensure that all DUE CALL TASKS are properly loaded.
If you delete a sequence in Outreach and it has already due tasks that you haven't deleted/marked complete, the task will stay despite the sequence itself being deleted.