Tasks instructions are another workflow feature that allow you to add detailed instructions on to-do steps.

You can use task instructions to:

They allow you add more detail on how to complete the task, including the following formats:

Task Instructions are a critical piece of processes, enabling easy training, conditional logic later in the process, and much more!

To add instructions to a task in your sales process, navigate to your Stages and Workflows settings by clicking Settings > Pipeline Settings or by clicking the settings icon in the upper right corner of your lead dashboard.

For processes, click Settings > Process Settings.

Click into a stage in the process.

To add instructions to a step, first find the step you want to add it to. Then click the icon that looks like paper with a + symbol on it.

In the window that appears you can add all the instructions you want including videos or screenshots.

Quick tip: tasks instructions is a great place to add a call script for your lead conversations so you'll have it right at your fingertips!

You can include clickable merge tags in your instructions. These allow you to either include relevant info in the instructions that will be helpful at this point in the process or a clickable field that you would like to be filled out at this point.

Click the {...} icon on the far left of the editor bar. It will pull up the list of available native fields and any custom fields you've added to this pipeline or process type.

You can also add links to your task instructions. Click the : menu on the right of the editor bar, then click Insert Link.

Add your link and the text to display and then click save.

To insert an image or screenshot, click the : menu on the right of the editor bar, then click Insert Image.

Select your image and add it. Once it's been added, you can click on the image to edit its appearance and/or add a link behind it.

To embed a video into your instructions, click the : menu on the right of the editor bar, then click Insert Video.

In the window that appears, add the link to the video. Youtube, Bombbomb, Loom, Vimeo, and Wistia are all supported.

Having trouble with a Bombbomb or Youtube short link? Check out this article.

Finally, click "SAVE" when you're done adding the instructions to save your changes.

Now that you've added instructions to a step you can view those instructions every time a lead hits that step in your workflow. Simply click the instructions button on the task when you're looking at a lead or process.

This opens the window where they can view the instructions.

Note that admins can edit the task instructions right here while working through the process to make quick edits simple and easy.

If you have merge tags in your instructions they will appear blue:

Click on a merge tag to pull up the custom field and edit it (the one you clicked will be highlighted in green).

Videos will show as embedded videos and you can watch them right there in the instructions.

And that's it! If you have feedback or questions about how you should use this feature in your sales process, let us know 😊