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How to use Dubb Tasks

Manage tasks efficiently with Dubb.

Darius avatar
Written by Darius
Updated over 3 weeks ago

Step-by-Step: How to Use Tasks in Dubb

Here's a quick video:

1. Accessing Tasks

  • From your Dubb Dashboard, click on CRM in the left menu.

  • Select Tasks from the dropdown list.

You’ll now see a full table of tasks with columns like Title, Contact, Creator, Assignee, and Due Date.


2. Create a New Task

  • Click the blue ➕ Create Task button in the top right.

  • Fill in the task details:

    • Title

    • Description

    • Contact, Deal and Video association

    • Assignee

    • Due Date

    • Status (Pending or Completed)


This will immediately populate your tasks board and notify the assignee (if applicable).


3. Use Filters to Organize

Above the task table, you’ll find powerful filters to manage large lists:

  • Team Filters: Choose between tasks assigned to All, Me, or a specific team member.

  • Status Filters: Toggle between Pending and Completed tasks.

  • Search Bar: Instantly locate tasks by title or contact name.

  • Custom Saved Filters: Access filters like “Billy’s Filter” to recall specific task views.


4. Edit or Update Tasks

To edit an existing task:

  • Click the task title in the list.

  • Make your updates.

  • Hit Save. The changes save automatically and are reflected in real-time.


5. Automation Capabilities

Tasks can also be auto-generated via Dubb Automation workflows. For example:

  • After a video is watched

  • When a lead fills out a form

  • Following a drip campaign step

This ensures no prospect falls through the cracks.


6. Track and Complete Tasks

Tasks are updated in real-time and support status tracking. Once completed:

  • Simply check the task or change the status to “Completed.”

You can also bulk mark tasks if needed for faster cleanup.​



Ready to Go Further with Dubb?

If you're on a free or basic plan, upgrading gives you access to:

  • Full video tracking analytics

  • Advanced automation features

  • Unlimited custom CTAs

  • Priority support and expert training

Level up your outreach today.


If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!

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