> ## Documentation Index > Fetch the complete documentation index at: https://docs.salestools.io/llms.txt > Use this file to discover all available pages before exploring further. # Manage AI Drafts, To-Dos, and Sales Calls in One Queue > Work Sally's AI-generated drafts, your personal to-dos, and the built-in Power Dialer from a single unified daily queue in Salestools. Tasks is your single daily worklist. It brings together every AI draft Sally writes on your behalf, your own follow-up to-dos and reminders, and a built-in Power Dialer — so you can clear approvals, knock out tasks, and run a call session all without leaving the page. The header KPI strip (Open tasks, Due today, Drafts pending, Approved today) stays visible whichever tab you're on, and the three-pane layout keeps the queue, detail, and context in view at the same time. ## What are Drafts? The **Drafts** tab holds every message or call brief that Sally wrote and is waiting for you to approve before anything goes out. Nothing sends until you say so — you keep the final word on every AI-generated touchpoint. ### Draft actions Select a draft in the left rail to load its full detail in the center pane. From there you can: Send the message exactly as Sally wrote it, or queue the call brief for the Power Dialer. Make changes in the message body and send your edited version. Edits autosave when you click away. Set the draft aside without sending. It stays in the queue so you can return to it later. Discard the draft entirely. It's removed from the queue and won't be retried. Choose a future date and time for the message to send automatically. Park the draft until later (Today EOD, Tomorrow, Next week, or a custom date) and move on to the next one. Pass the draft to a teammate for their review and approval. ### Filtering the draft queue Use the filter bar above the draft list to narrow what you see: * **Channel** — Email, LinkedIn, or Calls * **Step type** — first email, follow-up, reply, etc. * **Status** — pending, skipped, rejected, approved * **Owner** — whose drafts to show * **Agent** — which AI agent generated them ### Approving a draft step-by-step Tasks opens on **Drafts** by default. The left rail lists every pending draft; the first one is selected automatically and its full detail loads in the center pane. Use the filter controls above the list to focus on a specific channel, step type, status, owner, or agent. The list updates as you adjust each filter. The center pane shows the recipient, subject line, and message body. The right rail — **Sally's read** — displays the contact's title, company, email, phone, location, and timezone, plus the signals and reasoning behind why Sally wrote this draft. Click into the message body to make changes. Want a different angle? Use the tone presets in the Sally's read panel (**Warmer / Cooler / Shorter / More direct**) to have Sally rewrite it, or hit **Regenerate** for a completely fresh draft. Click **Approve** to send the message or queue the call. Click **Skip** to set it aside, or **Reject** to discard it. The row drops from the queue and the next draft is selected automatically so you can keep moving. Use the **left / right arrow keys** to jump between drafts without reaching for the mouse. ### Bulk draft actions When you have a stack of similar drafts you trust, you don't need to open each one individually: * **Select rows** with their checkboxes, then use **Approve all (N)** or **Skip all** in the header to act on your selection. * **Draft all (N)** approves every visible pending draft in one shot — useful at the end of the day when you want to clear the queue fast. Use **Draft all** at the end of your day to push out all approved pending drafts in a single click — ideal for high-volume outreach sequences. Approving sends real messages and queues real calls. Bulk actions apply to every selected (or visible) draft at once, so scan the queue before using **Draft all**. ## What are Tasks? The **Tasks** tab is your personal to-do list. Create and track follow-ups, reminders, calls, and any other action you need to take — with due dates, priorities, and links to specific leads or goals. ### Task views Your open tasks are grouped by due date: * **Overdue** — past their due date and still open * **Today** — due today * **This week** — due before the end of the week * **Later** — due beyond this week * **No due date** — tasks without a deadline Use the **Open / Completed** toggle to switch between active to-dos and ones you've already finished. ### Creating and managing your tasks Click **Tasks** in the left rail. Your open to-dos appear grouped by due date. Use the quick-add box at the top of the list for a fast title-only entry, or click **+ Task** in the header to open the full creation drawer. The drawer supports: * **Title** and **Description** * **Due date** and **Priority** (Low / Medium / High) * **Type** (Follow up, Call, Email, LinkedIn, Other) * **Linked lead** — tie the task to a specific contact record * **Optional goal** — completing the task advances that goal's progress Link a task to a goal and completing it will automatically tick that goal forward by one. Filter by type or priority, or toggle **Source-linked**, **Goal-linked**, and **Has contact** to narrow the list. Use the **Open / Completed** toggle to review finished tasks. Tick a task's circle to mark it **Complete**. Open a task to **Snooze** it (Today EOD, Tomorrow, Next week, or a custom date) — snoozing advances you to the next task right away. In the **Completed** view, the same control becomes **Reopen**. Check multiple tasks to reveal the bulk action bar, then **Complete** (or **Reopen**), **Snooze**, or **Delete** them together. The select-all checkbox at the top selects every task currently shown. ## How to run the Power Dialer The Power Dialer lives right inside Tasks — there's no separate page to navigate to. It works through the **call tasks** (call briefs) sitting in your Drafts queue and lets you dial multiple lines in parallel. Click **☎ Start dialer · N** in the header (the number shows how many call tasks are queued). The dialer opens parallel lines and begins working through them. If there are no call tasks in your queue, the Start dialer button is disabled. You need call-brief drafts in the queue before you can launch a session. A status strip appears below the header showing each line's state (Dialing, Ringing, Connected, Voicemail, No answer) alongside running totals — calls dialed, connected, and voicemails dropped. The moment a prospect picks up, Tasks switches to their call brief automatically so you have the script in front of you. Use **Mute** as needed during the conversation. Pick a call disposition (connected outcomes or not-answered reasons), add optional notes, and click **Log & next** to record the result and dial the next batch. Use **Pause**, **Resume**, and **End** to control the session. If you navigate away from Tasks mid-session, a banner with live stats and a **Resume dialer** button appears when you return — pick up right where you left off. ## Team scope (admins and managers) If you're an admin or manager, a **scope picker** appears in the header. Switch between **Me**, **Whole team**, or a **selected** set of reps to change whose drafts and tasks the queue — and any bulk actions — target. Regular reps always see their own work. Your last selection is remembered across sessions. ## FAQ A **draft** is a message Sally wrote and wants you to approve before it sends (or a call brief to dial). A **task** is your own to-do — a follow-up, a reminder, a call you want to make. Drafts live in the Drafts tab; tasks live in the Tasks tab. The Power Dialer only dials **call tasks** (call briefs) in your queue. If there are none, there's nothing to dial and the button stays disabled. Run an agent that produces call briefs, or wait for new ones to arrive. Approving sends the message or queues the call immediately, so there's no undo. Use **Skip** if you're unsure and want to set a draft aside, or open it and edit before sending. It's now **Tasks**. The same approval queue you used in Co-Pilot is the **Drafts** tab here, alongside your to-dos and the Power Dialer. Check your filters — a channel, status, owner, or agent filter may be hiding rows. Set Status to **All** and clear the others to see everything. New drafts arrive on their own; you'll see a notification toast when fresh ones are ready for review. ## Related Every reply and conversation in one threaded view. Tune the AI agents that generate the drafts you approve here. Build the outbound agent that fills your Drafts queue. Approve and manage AI-assisted social comments and replies.