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Question

Tasks for Contact

  • February 13, 2024
  • 1 reply
  • 7 views

Hello, are we able to create a task for a contact?  I’m only seeing an option for creating a task for a project.  Thanks.

1 reply

Sandra Henderson
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Tasks can only be created for projects! What you could do is create a project for the contact you want to create tasks for, and then mark the project as “Do not track on pipeline”. That way it will add your tasks to your task list but it won’t add clutter to the projects you’re actually working on.