Create Internal Tasks Without a Contact

Not every task needs to be tied to a lead or customer — restocking supplies, updating a template, a vendor follow-up.

Creating a contactless task

1. Go to the Tasks List page.
2. Create a new task, but skip the contact field.

Due dates, assignees, and reminders all work the same way.

Finding them later

Use the Unassigned contact filter on the Tasks List.

Attaching a contact later if needed

Open the task and add a contact, or remove/reassign it at any time.

Automating task creation

Use the Add Task action inside a workflow, with dynamic due dates based on events.

Why this matters

Keeps internal operations in the same task system as customer-facing follow-ups.