More Tutorials from the Community
https://youtu.be/QjncCeaa1y8
https://youtu.be/h3SGywAkIyY
https://www.youtube.com/watch?v=QVUKrpakcDA
https://youtu.be/5mYt9yQssJU
Create and Manage internal tasks for your team in the "Tasks List Page" for easier project management.
In This Article
- Create Contactless Tasks
- Filter Internal Tasks
- Assign, remove, or Reassign the Contact to a task
Create Contactless Tasks
Create tasks on the task list page without a contact specifically for your team members. These tasks can be used to manage work and responsibilities within your team easily
Filter Internal Tasks
Utilize the "Unassigned" option in the "Contact" filter field to filter out contactless/internal tasks for your team.
Assign, remove, or Reassign the Contact to a task
Along with creating contactless tasks, the contact can be added, removed, or reassigned anytime post a task is created giving you absolute control over managing the tasks in your subaccount
These tasks are also visible in the Tasks list on the Dashboard page.Frequently Asked Questions
Q1: Can I schedule tasks with dynamic dates or create them automatically based on triggers?
While the Tasks section allows manual task creation for your team, advanced task scheduling and automation—like setting dynamic due dates (e.g., “2 days from now at 5PM”)—must be configured via workflows.
To do this, use the “Add Task” workflow action under Automation > Workflows. This gives you full control over assigning tasks and defining dynamic due times based on triggers like form submissions, opportunity updates, and more.