The Tasks List View introduces a range of enhancements designed to improve how you manage and track tasks within your account. With advanced filtering…
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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.
Feature 1 - Accessing the Tasks List View (image 1 of 5)What this shows Feature 1 - Accessing the Tasks List View Feature 2 - Creating a new task Feature 3 - Managing Tasks Feature 4 - Advanced Filters Feature…What this showsIllustrates the "Feature 1 - Accessing the Tasks List View" section of "Task Management".This screenshot appears in the "Feature 1 - Accessing the Tasks List View" section of "Task Management". The text alongside this image reads: 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. The navigation path used here is Contacts > Tasks. Immediately after, the guide continues: Navigate to Contacts > Tasks from the main menu. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.Path: Contacts > TasksImage 1 of 5What this coversFeature 1 - Accessing the Tasks List View Feature 2 - Creating a new task Feature 3 - Managing Tasks Feature 4 - Advanced Filters Feature 5 - Sorting Options
Buttons and menus referencedContacts > Tasks
Next stepNavigate to Contacts > Tasks from the main menu. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.All 2 steps in this procedure
Navigate to Contacts > Tasks from the main menu.
Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.
Navigate to Contacts > Tasks from the main menu.
Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.
Feature 2 - Creating a new task
Feature 2 - Creating a new task (image 2 of 5)What this shows Navigate to Contacts > Tasks from the main menu.What this showsIllustrates the "Feature 2 - Creating a new task" section of "Task Management".This screenshot appears in the "Feature 2 - Creating a new task" section of "Task Management". The text alongside this image reads: Navigate to Contacts > Tasks from the main menu. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list. The navigation path used here is Contacts > Tasks. Immediately after, the guide continues: Click + Add Task in the top-right corner. Fill in the following fields: Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.Path: Contacts > TasksImage 2 of 5Where to goNavigate to Contacts > Tasks from the main menu. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.
Buttons and menus referenced+ Add TaskTitleDescriptionDue Date and TimeRecurring TaskContactAssigneeSaveSave and Add AnotherAdd Taskcontact-less task
Next stepClick + Add Task in the top-right corner. Fill in the following fields: Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.All 3 steps in this procedure
Click + Add Task in the top-right corner.
Fill in the following fields:
Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.
Click + Add Task in the top-right corner.
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.
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
Feature 3 - Managing Tasks (image 3 of 5)What this shows 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.What this showsIllustrates the "Feature 3 - Managing Tasks" section of "Task Management".This screenshot appears in the "Feature 3 - Managing Tasks" section of "Task Management". The text alongside this image reads: 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. Immediately after, the guide continues: 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….Image 3 of 5What this coversNote: 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.
Buttons and menus referencedEdit FieldsActionsDelete TasksDeleteBulk ActionsViewing contact-less taskswithout a contactstandalone tasks
Next stepEdit 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.All 3 steps in this procedure
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.
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 4 - Advanced Filters (image 4 of 5)What this shows Assignee Status (All, Due Today, Overdue, Upcoming) Due Date Custom fields (if applicable)What this showsIllustrates the "Feature 4 - Advanced Filters" section of "Task Management".This screenshot appears in the "Feature 4 - Advanced Filters" section of "Task Management". The text alongside this image reads: Assignee Status (All, Due Today, Overdue, Upcoming) Due Date Custom fields (if applicable). This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Click Sort to reorder tasks based on.Image 4 of 5What this coversAssignee Status (All, Due Today, Overdue, Upcoming) Due Date Custom fields (if applicable)
Fields in this part of the guideAssigneeStatus (All, Due Today, Overdue, Upcoming)Due DateCustom fields (if applicable)
Buttons and menus referencedAdvanced Filters
Next stepClick Sort to reorder tasks based on:All 4 steps in this procedure
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
Feature 5 - Sorting Options (image 5 of 5)What this shows Due Date Title Created At Updated AtWhat this showsIllustrates the "Feature 5 - Sorting Options" section of "Task Management".This screenshot appears in the "Feature 5 - Sorting Options" section of "Task Management". The text alongside this image reads: Due Date Title Created At Updated At. For context, this section explains: Assignee Status (All, Due Today, Overdue, Upcoming) Due Date Custom fields (if applicable). This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: How can I schedule a task due at a specific time from a workflow?Image 5 of 5What this coversDue Date Title Created At Updated At
Fields in this part of the guideDue DateTitleCreated AtUpdated At
Buttons and menus referencedSort
Next stepHow can I schedule a task due at a specific time from a workflow?
Example values
Title
Practice Manager
Illustrative values showing the expected format. They are not read from the screenshot.
All 4 steps in this procedure
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.
