More Tutorials from the Community
https://www.youtube.com/watch?v=QVUKrpakcDA
In This Article
Create Contactless Tasks
Filter Internal Tasks
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.
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.