Creating Standalone Tasks

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

Updated: January 14, 2025

To create New Stand Alone Task,

1. Navigate to the Contacts in the menu pane.
2. Find Tasks in the top menu pane.
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. Insert a due date
   1. These tasks can be once-off or recurring
7. Select the Assignee for the task and a specific contact if needed
8. 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."