Task List

How the Task List works

Open it from Task List in the Pulse sidebar. The badge on it counts tasks that are overdue or due today, plus customers waiting on a reply. It turns red when any task is overdue.

PulseTask List · sample data, click aroundFull screen

A task is Overdue once its due date has passed, Due today on its date and Upcoming before then. The Task List is always as of today: the date range at the top of the page doesn't change it.

Work through today's queue

Who to work today, on the Today's queue tab, lists up to 12 accounts most worth contacting today, a row for each, each with its health score, the reason and what they usually spend.

PulseTask List: Today's queue · sample data, click aroundFull screen

1. Click the Today's queue tab.
2. Click Today on an account to add it to your Outreach plan. It then shows Planned.
3. Click Prep to read the prep sheet before you call or visit.
4. Click Order to order for the customer, starting from their usual basket. For a customer waiting on a reply, click Reply instead.

The queue is in this order, with the longest wait or the most overdue first:

With nothing pressing, the queue suggests the 5 accounts with the highest average order, as Last ordered 12d ago or Worth a touch-base.

More detail

Once you've logged outreach to an account today, it leaves the queue, unless the customer is waiting on a reply. Accounts with the same priority are ordered by their average order value. Order opens the order in your storefront, signed in as the customer, with their usual basket: see Account, order and quote details.

Plan your outreach

The Outreach plan, beside the queue, is the list of accounts you mean to contact today. It shows how many you've done so far, such as 1 of 3 done.

1. Click Plan outreach, search your accounts by name or email, and click the one to add. Or, while the plan is empty, click Plan on one of the 3 accounts it suggests from the queue.
2. When you've spoken to them, click Log and record how it went. The account is struck through and marked Done, with the outcome underneath.
3. To take an account off the plan without logging anything, click the cross, then Remove. Anything you've already logged against them stays.

You can also add an account from its panel: open it and click Actions > Plan outreach at the foot. The plan is for today: tomorrow it starts empty.

Log outreach

Log each call or visit so your plan, tasks and the account's timeline stay up to date.

1. Click Log in the outreach plan, or Log outreach on an account, a prep sheet or a card on your phone.
2. Under How did it go?, choose Ordered, Quoted, No order or Couldn't see them.
3. Optionally, enter the Order value or Quote value, add Notes and choose a Follow up on date.
4. Click Save.

More detail

Logging outreach marks the account as done in today's plan (adding it if it wasn't there), completes every open task for that account, and records the visit on the account's Timeline, such as Visit logged · placed an order. A Follow up on date adds a new task on that date, with your notes as its text. The value field only shows for Ordered and Quoted.

Work on the road

On a phone, Today's queue shows each account as a card, with the contact's name, phone number and address, what their usual basket is worth, and large buttons:

Reply to customer messages

Customers can write to you on their orders and quotes. The Messages tab collects those conversations, so nobody waits on an answer.

PulseTask List: Messages · sample data, click aroundFull screen

1. Click the Messages tab. Waiting on you lists the conversations where the customer wrote last, longest wait first.
2. Click Reply on order or Reply on quote. The order or quote opens at its timeline, ready for your reply.
3. Write your reply and click Send as email. It's emailed to the customer and shows on the order or quote in their account, when Timeline and communications is on for your store. See Order timeline and messages.

To see every conversation, including ones you've answered, click All conversations: they're listed newest message first, with Open order or Open quote. Each row shows who wrote last, what they said, when, and how long the customer has been waiting, such as Waiting 2 days. With nobody waiting, the tab shows You're all caught up. To leave a note on the order or quote that only your team sees, click Internal note instead of writing to the customer.

Add a task

1. On the All tasks tab, click Add task.
2. Click Customer and choose the account. It lists the 5 accounts with the most orders: search to find others.
3. Change the date if it isn't due today, and type what needs doing.
4. Click Add task.

More detail

Every task needs an account: without one, Pulse asks you to choose a customer. You can also add a task from an account: open it, go to its Tasks & Notes tab and click Add task. There you can add Notes for whoever picks it up, and tick Share with everyone so it shows in every rep's Task List. Otherwise only you see it. The Task List shows the task itself, not its notes.

Complete a task

Click the circle at the start of the task (Mark done). It moves to Done, marked with today's date. To see finished tasks, choose Done in the View menu.

A done task can't be reopened. If there's more to do, add a new task.

Find a task

1. Type an account name or a word from the task in the search box (Account or task…).
2. To narrow the list, click View and choose a view.

Each view shows how many tasks are in it. Every view except Open shows 20 tasks a page. Click an account name or a task to open the account on its Tasks & Notes tab, or Prep for its prep sheet.

Delete a task

1. Click the bin icon at the end of the task (Delete this task).
2. Click Delete task to confirm. The task is removed from every list, and this can't be undone.

Delete a task that no longer matters, such as a follow-up for an order that came in another way. You can delete done tasks too.

Export your tasks

1. Click Export.
2. Under Download, choose CSV, Markdown or Plain text.

The file, such as pulse-tasks-2026-10-19.csv, lists every task, open and done, by due date, whatever view or search you have on screen. It has 4 columns: Due, Account, Task and Status (Done, Overdue, Due today or Upcoming). Use CSV for a spreadsheet, or Markdown or plain text to paste into notes or an email.

How tasks get on the list

You add most tasks yourself. Pulse also adds one when you:

FAQs