This article explains how to create and manage internal tasks for your team in Scalendo's Tasks List Page, enabling easier project management without requiring contact associations.
You can generate tasks on the task list page specifically designed for team members without needing to attach them to a contact. This feature allows you to organize work and delegate responsibilities within your organization.
The "Unassigned" option within the "Contact" filter field helps you identify and display contactless/internal tasks created for your team.
Contacts can be added, removed, or reassigned to tasks at any point after creation, giving you flexibility in managing task-contact relationships across your subaccount. These tasks appear in the Tasks list on the Dashboard page.
The "Add Task" workflow action can create contact-less tasks when workflows lack an associated contact (such as inbound system events). If a contact exists, the task automatically attaches to it.
Q: Can I schedule tasks with dynamic dates or create them automatically based on triggers?
Manual task creation is available in the Tasks section, but "advanced task scheduling and automation—like setting dynamic due dates (e.g., '2 days from now at 5PM')—must be configured via workflows." Use the "Add Task" workflow action under Automation > Workflows for full control over task assignment and dynamic due dates based on triggers.