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Question

Create out-of-flow call tasks, in bulk, for prospects already in a flow

  • May 8, 2026
  • 3 replies
  • 12 views
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Hi all, first day using Gong. I’m an SDR using Engage.

I want to dial prospects on Fridays, regardless of their step in a flow.

Is there any way to create ancillary call tasks in bulk, for prospects that are already in a flow?

I thought of a workaround with a ruleset to make a non-exclusive dials-only flow I could enroll them in concurrently. But it’s too late, the original flow is set anyway, and I seem to lack the authority to create rulesets.

Do I really have to go into each prospect record individually, just to create these tasks? Or should I just save time zone delineation by state in a contact view, and hammer down the column to dial them?

It would be so much better to just be able to bulk-create tasks and THEN sort by TZ.

    3 replies

    Nisha Baxi
    • Nisha Baxi
    • Community Manager
    • May 8, 2026

    ​@Caroline Bertinetti 

    you’re not missing anything – today Gong doesn’t let reps bulk-create extra call tasks for people who are already in flows. Those tasks have to come from flows or be created one by one.

    Given that:

    What you can do right now

    Option 1 – Work from To-dos (easiest “Friday call block”)

    1. Go to Engage > To-dos.
    2. Filter to Type = Call and Due date = Today/Overdue.
    3. Add Prospect local time (or state/region) as a column and sort so you’re calling in the right time zones.
    4. Select a bunch of those call to-dos and click Start to run through them as a queue.

    That gives you a clean Friday dial list using tasks that already exist from flows.

    Option 2 – Simple Friday-dials flow (needs admin help)
    If your company allows people to be in more than one flow:

    1. Ask your admin/manager to create a very simple call-only flow (“Friday Dials”) that:
      • Has a first step = Call, due right away.
    2. On Fridays, you:
      • Go to People, filter to the prospects you want (by state / segment).
      • Bulk select → Add to flow → Friday Dials to generate those call tasks in one shot.

    What you can’t do (yet)

    • There’s no button to “Add call to-do for all selected people” from a list. That’s a known product gap and already logged as a request from other customers.
    Head of Community, Gong
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    Thank you for your quick reply! Yep, my first impetus was to create that call flow, but I couldn’t enroll prospects in it, because I couldn’t create a ruleset that would allow for non-exclusive flows.

    I’m the solo SDR here and kind of managing myself, so I think I’ll ask our customer success to offer me those privileges, or at minimum to create a non-exclusive ruleset.

    Do you know if rulesets can be revised within a flow after it already has enrollees?

    Nisha Baxi
    • Nisha Baxi
    • Community Manager
    • May 8, 2026

    ​@Caroline Bertinetti 

    Love that plan of asking CS to set you up.

    Short answer: yes.

    There are two layers here:

    1. Change which ruleset a flow uses

      • If you have permission to edit the flow, you can go to Engage → Flows → [flow] → Settings → Change ruleset and pick a different ruleset, even if the flow already has people in it.

    2. Edit the ruleset itself

      • An admin can go to Engage → Rulesets, edit a ruleset, and those changes instantly apply to all flows using that ruleset, including flows that already have enrollees.

    For your use case, asking CS to (a) create a non-exclusive ruleset, and (b) apply it to your call-only flow, will let you enroll prospects into that extra Friday-dials flow even if they’re already in something else.

    Head of Community, Gong
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