Internal Tasks for your Team

Internal Tasks for your Team

February 13, 20241 min read

Create Contactless Tasks

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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

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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.


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