Creating Standalone Tasks

Create and Manage Internal Team Tasks by creating Task without the need of a contact

Updated: Septermber 10, 2024

To create New Stand Alone Task,

1. Navigate to the Dashboard in the menu pane.
2. Scroll down and click Tasks buton and it will open Task page in new tab.
   
   
   
   
3. Click on the New Task button at the top.
   
   
4. Provide a Title for the task.
5. Add in a task Description (optional).
6. Select the Assignee for the task.
7. Click on the Save button.
   
   

Importance of Stand Alone Task  

• Harness the power of Task Management within the same platform.
• Create Tasks without Contacts, Remove Contacts from an assigned Task, Or reassign the contact to a task.
• Create Task without the need of contact from the "Task List View."