View sequence tasks

task brazil Updated Sep 10, 2026 1 min read view-sequence-tasks.md
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View sequence tasks assigned to you from the CRM Workspace.

Before you begin

Role required: sequence viewer [sn_crm_sequence.viewer]

Procedure

  1. Navigate to Workspaces > CRM Workspace.

  2. Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.

  3. Navigate to Sequences > My Sequence Tasks.

  4. View your in-progress sequence tasks by selecting My Active Sequence Tasks.

    For more information, see My sequence task list view.

  5. View the sequence steps for a record by selecting it.

What to do next

Engage with your prospective customers by following the activities in the sequence steps. For more information, see Complete predefined customer engagement tasks.

Parent Topic:Using Customer Engagement Sequences

Related topics

Configuring Customer Engagement Sequences

Customer Engagement Sequences

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