Troubleshooting task loading

Last updated: September 30, 2026

Introduction

Nooks connects to a variety of Sales Engagement Platforms (SEPs) and Customer Relationship Managers (CRMs) so you can dial contacts and prospects.

Loading call tasks into Nooks is a crucial step for dialing. Sometimes, tasks or prospects may not appear as expected. This article covers general troubleshooting steps, task-loading limits, and integration-specific checks.

General troubleshooting steps

1) Refresh tasks in Nooks

Nooks pulls tasks directly from your connected tool when you load them: when you select a list or sequence, when you open the dialer if Auto-Refresh Tasks on Initial Load is on in Dialer Settings, and when you click refresh. Between those moments, your dial list doesn't update on its own.

If you change a list, sequence, cadence, or flow in your connected tool, click the refresh button. It appears as the circular-arrow icon above your dial list and is labeled Load tasks from your CRM when you hover over it.

Next to the icon, you can see how long ago your tasks were last loaded, for example now or 2h ago. If you haven't refreshed in more than four hours, Nooks shows the reminder Your tasks might be out of date. Click here to refresh.

2) Confirm the correct list, sequence, cadence, or flow is selected

Double check that you've selected the correct sequence, cadence, flow, report, segment, or list in the top left of the dialer.

3) Clear filters in the Nooks dialer

The dial list in Nooks can be filtered by different columns. Clearing filters can show tasks that might otherwise be hidden.

You can check whether tasks are filtered by looking above the column headers. For example, if the dialer says that tasks have been filtered and shows a blue clear button, click clear to see whether the missing tasks appear.

4) Check uncallable tasks and other dialer sections

The Nooks dialer organizes callable tasks in the top section of the dial list. Depending on your Dialer settings, other prospects may appear in sections lower on the page, such as:

  • Cold Number — prospects whose numbers are less likely to pick up and are recommended to call last.

  • Dial tree — prospects whose numbers are identified as dial trees.

  • Virtual assistant — prospects whose numbers are identified as virtual assistants.

  • Uncallable — prospects who are snoozed, marked as DNC, have an invalid phone number, or have no phone number.

Scroll to the bottom of the dial list to check whether the missing prospects are in one of these sections.

If you want to change whether certain eligible numbers are grouped into separate Dialer sections, review your Dialer Preferences. For cold numbers, see Pickup Likelihood and Hot Numbers. For dial trees, see Remembering Dial Trees. For virtual assistants, see Managing Mobile Virtual Assistants in Nooks.

Task eligibility and load limits

For most task-based integrations, Nooks only loads tasks that are assigned to you and are call tasks. Nooks does not pull in email or LinkedIn tasks for dialing. Future tasks generally do not appear unless noted otherwise below.

Nooks loads tasks in batches. When your connected tool has more tasks than one batch holds, a small arrow appears next to the task count at the top of the dial list. Hover over the count to see how many tasks were not loaded. Click it, then choose Load 1000 more tasks or Load more tasks to pull in the next batch. You can load up to three batches total when load-more is available.

The load-more option appears only when your connected tool reports that more tasks or records are available.

Integration or source

What Nooks loads

Limit and ordering

Nooks Sequencing

Ready, incomplete call tasks.

Up to 1,000 per batch, earliest due first, up to 3,000 total. All Tasks loads sequence and one-off tasks together, up to 1,000 of each per batch.

HubSpot lists / segments

Contacts in the selected list or segment. A contact does not need a call task to appear.

Up to 2,000 contacts per batch, up to 6,000 total, in HubSpot list-membership order.

HubSpot sequences

Open or in-progress call tasks assigned to you in the selected sequence.

Up to 1,000 per batch, most recently modified first, up to 3,000 total.

HubSpot All Tasks / All One-Off Tasks

Open call tasks assigned to you.

Up to 1,000 per batch, oldest task timestamp first, up to 3,000 total.

Outreach

Incomplete call tasks.

Up to 1,000 per batch, usually earliest due first, up to 3,000 total. Some workspaces may load newest-created tasks first depending on settings.

Salesloft cadences

Cadence call tasks due now or earlier and assigned to you.

Up to 1,000 per batch, most recently updated first, up to 3,000 total.

Salesloft one-off tasks

Scheduled one-off call tasks assigned to you.

Up to 1,000 per batch. Salesloft determines the returned order.

Apollo

Call tasks assigned to you.

Up to 1,000 per batch, in the order Apollo returns them, up to 3,000 total. All Tasks loads sequence and one-off tasks separately.

Gong Engage

Open call tasks assigned to you.

Up to 1,000 per batch, soonest due first, up to 3,000 total. All Tasks is limited to the first 1,000, so dial by flow if you have more.

Salesforce reports

Records from the selected report that include a person to call, such as a lead or contact.

Usually up to 2,000 per batch, up to 6,000 total, in Salesforce record ID order.

Salesforce contact / lead lists

Contacts or leads from the selected Salesforce list.

Up to 2,000 unique records. Salesforce determines the list order.

For the best performance, work from a specific sequence, cadence, flow, report, segment, or list with fewer than 1,000 due tasks when possible, rather than from an All Tasks list.

Integration-specific troubleshooting

Use the section for the integration you're dialing from after completing the general checks above.

Nooks Sequencing

Confirm that the task is ready, incomplete, due or overdue, assigned to you, and is a call task.

HubSpot

First, check whether you're calling from HubSpot segments, sequences, or one-off tasks.

  • HubSpot segments pull in contacts from the segment. Contacts do not need a call task attached to appear in Nooks. When a call is completed from Nooks, a completed call task is attached to that contact in HubSpot.

  • HubSpot sequences require an open or in-progress call task on the contact.

  • HubSpot one-off tasks are call tasks on HubSpot contacts that are not part of a sequence.

If calling from segments

  • If the segment has more than 2,000 contacts, click the unloaded-tasks indicator to load more contacts when available.

  • For large segments, we recommend breaking the segment into smaller lists and loading those individually for better performance.

If calling from sequences

  • Confirm that the sequence tasks are assigned to you in HubSpot. You can check this by opening a contact in the sequence and going to the Activity tab.

  • Confirm that the sequence tasks are due or overdue. Nooks will not pull in future sequence tasks.

  • If HubSpot sequences or tasks are not appearing, try the HubSpot refresh workaround below.

HubSpot refresh workaround

  1. Make sure you have the Nooks Chrome extension installed.

  2. Log in to HubSpot, open a HubSpot tab, and go to sequences in HubSpot. Keep this tab open.

  3. In a separate tab, open Nooks and refresh the Nooks page. You should then be able to see your HubSpot sequences in the sequence dropdown and load the tasks.

Outreach

Confirm that the task is incomplete, assigned to you in Outreach, and is a call task. If you're using All Tasks and have many Outreach sequences, the list can hit the load limit. Calling by specific sequence can help.

Salesloft

Confirm that the task is assigned to you in Salesloft and is a call task. Cadence call tasks must be due now or earlier. One-off call tasks must be scheduled.

Salesforce

Nooks supports several ways to dial from Salesforce. These are covered here:

Salesforce / SFDC guide

Nooks uses your personal Salesforce connection to pull in call tasks or prospects. You need permission to view the relevant contact, lead, task, or other record in Salesforce for Nooks to pull it into the dialer.

If you're dialing from reports, the report needs to include some form of WhoID. In other words, there needs to be a person for Nooks to call, such as a contact or lead. See the Salesforce guide above for more details.

Apollo

Confirm that the task is assigned to you in Apollo and is a call task.

Gong Engage

Confirm that the task is open, assigned to you in Gong Engage, and is a call task. If All Tasks has more than 1,000 tasks, dial by a specific flow, All Flow Tasks, or All One-Off Tasks instead.

Still need help?

If you're still stuck, please reach out to Nooks support and include:

  • A full-page screenshot of your Nooks dialer view. This helps us see the selected sequence, list, cadence, flow, filters, and other configurations.

  • A full-page screenshot from your CRM or Sales Engagement Platform showing a call task or contact that should appear in Nooks.

  • Whether this is happening across your team.

  • When the issue started.