You can now create tasks in the tasks tab under contacts without needing a specific contact. Previously, creating a task required a contact, but now you can handle tasks independently, just like you would for tasks connected to a contact.
What’s New:
- Use ‘Add Task’ to create standalone tasks under the tasks tab in contacts.
- Supports details like assignee, due date, priority, and notes, even without a contact.
Why it Matters:
This update lets you automate internal tasks like checklists or deadlines that aren’t tied to any specific person. It streamlines operations and optimizes workflow efficiency.
How it Works:
Navigate to contacts, then to tasks. Add a task, and fill all the details except the contact. This ensures internal operations are still getting completed and tracked via tasks.
For more details, please reach out to our team via a support ticket.