Work through your to-dos

Who can use this: Any team member

Available on: Gong Engage

Ideal for: Sales rep

Each to-do type requires a different action. Complete, dismiss, or skip to-dos as you go, or handle several at once.

Email to-dos

Email to-dos prompt you to send or reply to an email. They can be Gong-recommended to-dos, flow to-dos, or one-off to-dos you created yourself. To update account and deal fields while you write, use the CRM tab in the email composer.

To send an email from a to-do:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. Click Write email.

4. Write your email.

5. Send the email.

Emails you send appear in your Sent folder. Emails you compose but do not send appear in your Drafts folder. If the to-do came from an existing email thread, such as an Out of Office reply, the email is included in that thread in your email client.

Note:

If you send the email from your email client instead of the Gong composer, the to-do is not marked as complete automatically.

Auto email to-dos

Auto email to-dos are scheduled emails drafted automatically by a flow. They appear under the All and Flows categories in your to-do list.

To review or send an auto email to-do:

1. From the left sidebar, click To-dos.

2. Hover over the auto email to-do.

3. Click Edit Auto Email to open the email composer.

4. Edit the email body or change the scheduled send time.

5. Click Save changes, or click Send now to send the email immediately.

Tip:

To manage the to-do without editing, skip it or mark it as complete.

If an auto email has missing field placeholders or no email address for the contact, it moves to the Flow errors category instead of sending. Learn more about troubleshooting flow to-do errors.

Call to-dos

Call to-dos prompt you to make a call. They can be flow to-dos or one-off to-dos you created yourself. You can make call attempts without marking the to-do as complete and return to the open to-do later. To update account and deal fields during a call, use the CRM tab in the dialer.

To make a call from a to-do:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. Click Call to open the Gong Dialer.

4. Make the call.

Note:

Your admin must enable the Gong Dialer and set business numbers before you can make calls.

LinkedIn to-dos

LinkedIn to-dos prompt you to send a LinkedIn message or connection request to a contact. They are generated by flow steps. A LinkedIn Sales Navigator Advanced Plus license is required to send from Gong, and your admin must also connect LinkedIn Sales Navigator to Gong.

For LinkedIn text formatting, matching, and CRM logging details, see Work through flow to-dos.

LinkedIn messages

To send a LinkedIn message from a to-do:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. (Optional) Use the tabs on the right to review context about the person or account.

4. Copy the suggested message from the script section and paste it into the LinkedIn message box.

5. Send the message from LinkedIn.

LinkedIn connection requests

To send a LinkedIn connection request from a to-do:

1. From the left sidebar, click To-dos.

2. Click the to-do to open it.

3. Add a message to the connection request.

   Note: The request is not sent if the message box is blank.

4. Send the request from LinkedIn.

Task to-dos

Task to-dos prompt you to complete a custom action. They can be flow to-dos or one-off to-dos you created yourself.

To work on a task to-do:

1. From the left sidebar, click To-dos.

2. Open the to-do to view the details and what action is required.

3. Complete the task in the relevant external system.

4. Return to the to-do and mark it as complete.

Complete, dismiss, or skip a to-do

The actions available depend on the type of to-do and where you are working.

• Mark as complete: Records the to-do as done and removes it from your active queue.

• Dismiss: Removes the to-do without marking it as done. Available for Gong-recommended and one-off to-dos.

• Skip step: Skips the current flow step. Available for flow to-dos only.

You can use these actions in the following places:

• In the list: Click the More actions icon on a to-do row to see the actions available for that to-do.

• In an open auto email to-do: Click Mark as complete in the footer. Use its menu to choose Skip step, Pause flow, or Remove contact from flow.

• In an open call or message flow to-do: Click Complete step. Use its menu to choose Complete step only or Complete step and remove from flow.

• For several to-dos at once: Use the toolbar described in Handle to-dos in bulk.

Dismiss is not available inside an open to-do.

Handle to-dos in bulk

Use bulk actions to change, complete, or dismiss multiple to-dos at once.

Note:

Bulk actions are only available when viewing your own to-dos. If you are viewing someone else's to-dos, bulk actions are not available.

Select the to-dos you want to change, then choose a bulk action:

• Start: Opens selected to-dos in a queue for consecutive work.

• Send all: Sends selected manual email and auto email to-dos together.

• Mark as complete: Marks selected to-dos as done.

• Change due date: Sets a new due date for all selected to-dos.

• Dismiss: Dismisses selected non-flow to-dos. Available when only non-flow to-dos are selected.

• Skip step: Skips the flow step for selected flow to-dos. Available when only flow to-dos are selected.

• Skip step/dismiss: Skips the flow step for selected flow to-dos and dismisses selected non-flow to-dos. Available when a mix of flow and non-flow to-dos is selected.

• Remove from flow: Removes selected people from their flows. Available when only flow to-dos are selected.

• Pause flow: Pauses the flows for selected contacts. Available when only flow to-dos are selected.

Send several emails at once

Send selected manual email and auto email to-dos together instead of opening each one.

To send several email to-dos at once:

1. From the left sidebar, click To-dos.

2. Select the manual email and auto email to-dos you want to send.

3. Click Send all.

4. Review the number of emails selected and any messages about sending limits or emails from different flows.

5. Choose to send the emails now or schedule them for later.

6. Click Send.

The emails are sent in the background, so you can keep working in Gong while the send is in progress. To-dos are completed as their emails are sent.

If you schedule the emails, they appear in Messages > Scheduled, where you can manage them as usual.

Note:

You can undo a bulk send for a limited time after starting it. Undo cancels emails that have not been sent yet, and emails that have already been sent cannot be recalled.

Work through to-dos consecutively

Move through a set of to-dos one after another without returning to the list between each one.

To work through to-dos consecutively:

1. From the left sidebar, click To-dos.

2. Sort your list in the order you want to work through it.

3. Do one of the following:

   • Select the to-dos you want to work on and click Start.

   • Click the first to-do to open it.

4. Complete, dismiss, or skip each to-do. The next one opens automatically.

Tip:

To skip ahead without finishing a to-do, click Next. To go back, click Previous.

Work from an account or deal

Work on to-dos directly from the account or deal they relate to, without switching to another page.

To open the to-dos for an account or deal:

1. Open the panel for the account or deal:

   • For a deal, open the deal panel from a deal board.

   • For an account, open the account panel from an account board or the Account console.

2. Click the To-dos tab.

The tab shows to-dos assigned to you and to-dos assigned to other team members. When you open a to-do, it opens in a queue with the other to-dos for that account or deal.

From the To-dos tab, you can:

• Create a to-do for the account or deal, or assign one to a team member.

• See the flow name of a flow to-do or the title of a one-off to-do.

Frequently asked questions