Welcome to our Support Center
< All Topics
Print

Internal Tasks

PostedFebruary 11, 2024
UpdatedFebruary 11, 2024
Byadmin

Create and Manage internal tasks for your team in the “Tasks List Page” for easier transaction management.

Create Contactless Tasks

ewdwedwedwedwed
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

ewdwedwedwedwed
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.
Table of Contents