Internal Tasks for your Team

In This Article

  • Create Contactless Tasks

  • Filter Internal Tasks

  • Assign, remove, or Reassign the Contact to a task

Create Contactless Tasks

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

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 account.

These tasks are also visible in the Tasks list on the Dashboard page.

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