Task Management

The Tasks List View introduces a range of enhancements designed to improve how you manage and track tasks within your account. With advanced filtering, customizable views, and a more intuitive interface, managing tasks has never been easier.

TABLE OF CONTENTS

• Feature 1 - Accessing the Tasks List View
• Feature 2 - Creating a new task 
• Feature 3 - Managing Tasks
• Feature 4 - Advanced Filters
• Feature 5 - Sorting Options

Feature 1 - Accessing the Tasks List View

1. Navigate to Contacts > Tasks from the main menu.

2. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.

Feature 2 - Creating a new task 

1. Click + Add Task in the top-right corner.

2. Fill in the following fields:

   • Title: Add a brief description of the task.

   • Description (optional): Provide additional details about the task. Add rich text like bold, colored text, URLs. 

   • Due Date and Time: Set a deadline for the task.

   • Recurring Task (optional): Toggle on to create a task that repeats based on a custom schedule.

   • Contact (optional): Assign the task to a specific contact.

   • Assignee (optional): Assign the task to a team member.

3. Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.
   
   

Note: Add Task creates a contact-less task when no contact exists at runtime; if a contact is present, the task automatically attaches to that contact.

Feature 3 - Managing Tasks

• Edit Fields: Use the pencil icon in the Actions column or click on the title of the task to modify task details.

• Delete Tasks: Select a task and click Delete. Deleted tasks can be restored within two months.

• Bulk Actions: Select multiple tasks and perform bulk actions such as marking tasks as done or deleting them.

Viewing contact-less tasks
Workflows can create tasks without a contact. These display as standalone tasks in the Tasks list. Use filters to quickly find and work them.

Deleted tasks can be restored within a span of 2 months. 

Feature 4 - Advanced Filters

Click Advanced Filters to narrow down tasks by:

• Assignee

• Status (All, Due Today, Overdue, Upcoming)

• Due Date

• Custom fields (if applicable)

Feature 5 - Sorting Options

Click Sort to reorder tasks based on:

• Due Date

• Title

• Created At

• Updated At

Frequently Asked Questions

How can I schedule a task due at a specific time from a workflow?

Use the “Add Task” workflow action and switch the “Due In” field to Dynamic Mode. This allows you to input a specific date and time (e.g., 05-30-2025 03:00 PM) using a custom value or dynamic variable.

Can workflows create contact-less tasks?
Yes—Add Task will create a standalone task when no contact is present.

How do I find them? 

Filter by Contact = Unassigned (or the “no contact” token) and optionally add Assignee + Due.

Do reminders/notifications apply to contact-less tasks? 

Yes—add them via workflows (e.g., Task Reminder trigger + Internal Notification). They’re not sent automatically unless you configure them.