First off, click on "CRM & Email."
How To Create Tasks without a Contact
Updated: Jun 06, 2025
Description
How To Create Tasks without a Contact
Steps
1
First off, click on "CRM & Email."
2
Now, select "Tasks."
3
Click on "Add Task."
4
Enter your task title here.
5
Video step
6
Type a description for your task.
7
Click to select a date.
8
Choose the date "10."
9
Select a time for your task.
10
Click on "PM."
11
Confirm by clicking "OK."
12
Video step
13
If you'd like to associate the task to a specific contact, you can select the contact here. Otherwise, you can leave it blank
14
To assign the task to yourself or a team member, Click on "Assign to."
15
Then, click here to choose.
16
Now, select yourself or another preferred team member
17
Click on "Save" to keep changes.
18
Now you'll see your new task created here.
19
You can view and edit your task by clicking on it
20
If you'd like to complete a task, simply click on the checkmark to mark as completed
21
If you'd like to mark it as incomplete, select the checkbox again.