How to Create Contact-Free Tasks to Keep Your Business Organized

Keeping your to-do list organized can be a challenge, especially when some tasks don’t relate directly to a customer or contact. Now, you can create standalone tasks that aren’t attached to anyone, helping you stay on top of important business activities like operations, billing, or content deadlines.

📌 Why This Matters

Sometimes, tasks arise that don’t involve a specific client or contact. Maybe you need to follow up on invoices, complete internal checklists, or meet content deadlines. Having the ability to create these “contactless” tasks means you won’t lose track of them just because they aren’t linked to a particular person in your system.

✨ What’s New

• Contactless Tasks: Create tasks that stand on their own, without needing to be connected to a contact.
• Full Task Details: Assign these tasks to team members, set due dates, priorities, and include notes, just like traditional tasks.

🛠️ How to Use It

1. Step 1: In your workflow or task management area, choose to add a new task and set the assignee, due date, and priority.
2. Step 2: Trigger this task creation from a source that isn’t connected to any contact, like an inbound form or webhook.
3. Step 3: Save and activate your workflow or task setup.

💡 Pro Tip

Use contactless tasks to keep your internal team accountable for operational duties that directly impact your revenue, like billing and deadlines.