How do I create internal tasks that are not tied to a contact?

Not every task belongs to a contact. Internal tasks cover team work like updating referral packets, ordering marketing materials or preparing for a hospital in-service. You can create them from the Tasks list and assign them to anyone on your team.

Create an internal task

1. Go to the Tasks list page.
2. Create a new task and leave the contact field empty.
3. Add a title, due date and the team member it is assigned to.
4. Save.

Find internal tasks

In the Contact filter on the Tasks list, choose Unassigned. This shows only tasks that are not linked to a contact.

Link a contact later

If an internal task turns out to involve a specific person, open the task and add the contact. You can also remove or change the contact at any time.

Create tasks automatically

Use the Add Task workflow action to create tasks with dynamic due dates, such as "2 days from now at 5:00 PM".

• If the workflow has a contact, the task is linked to that contact.
• If the workflow has no contact, for example one started by a system event, the task is created as an internal task.

Go to Automation, then Workflows, to set this up.

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