Internal Tasks for your Team

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. #

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Frequently Asked Questions #

Q: 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.