How to create contactless tasks for your team members in Highlevel

• Creating Standalone Tasks
• Navigating to the Tasks Section
• Adding a New Task
• Managing Standalone Tasks
• Editing and Modifying Tasks
• Filtering and Viewing Tasks
• Benefits of Standalone Tasks in GoHighLevel
• Streamlined Task Management
• Flexibility and Efficiency
• Enhanced Team Collaboration
• Conclusion

Task management is essential for keeping your team organized and efficient. In GoHighLevel, you can assign tasks not only linked to contacts but also as standalone tasks. This flexibility allows you to delegate responsibilities easily without the need to associate every task with a specific contact or contact list. Let’s dive into the process of creating and managing standalone tasks in GoHighLevel.

Creating Standalone Tasks

Navigating to the Tasks Section

To begin, ensure you are on your sub account level. On the left-hand side of your dashboard, navigate to the Tasks section. Here, you will see tasks associated with contacts and specific team members, as well as unassigned tasks.

Adding a New Task

To create a new standalone task, follow these steps:

1. Click on the New Task button.
2. Enter the task name. For example, “Upload social media short form video.”
3. In the description field, provide any necessary details about the task.
4. Assign the task to a team member. If your social media manager’s name is used as a placeholder, you can add “Support” in the backend to clarify.
5. Schedule the task by setting a due date and time, such as 8:00 AM tomorrow.
6. Click Save.

You now have a new task that is assigned to a team member without being linked to a specific contact.

Managing Standalone Tasks

Editing and Modifying Tasks

If you need to modify the task, you can easily do so:

1. Click on the three dots next to the task.
2. Select Edit Task.
3. You can change the assignee, remove the task, or assign it to a contact if necessary.
4. Save your changes.

Filtering and Viewing Tasks

To view all standalone tasks in a list format:

1. In the tasks section, pull down the Contact List filter.
2. Select Other Sign and apply the filter.
3. Refresh the screen to ensure the filter takes effect.

You will now see a list of all standalone tasks, allowing you to manage them effectively.

Benefits of Standalone Tasks in GoHighLevel

Streamlined Task Management

Assigning tasks without linking them to specific contacts simplifies your workflow. This method is ideal for general team responsibilities, such as uploading social media content or internal projects that do not require client interaction.

Flexibility and Efficiency

Standalone tasks provide flexibility, making it easier to delegate and track tasks. You can ensure that each team member knows their responsibilities without the clutter of unnecessary contact associations.

Enhanced Team Collaboration

By clearly defining and assigning tasks, you foster better collaboration within your team. Everyone knows their role, deadlines, and what is expected, leading to improved productivity and communication.

Conclusion

Using GoHighLevel to assign standalone tasks is a powerful way to manage your team’s workload efficiently. Whether it’s for internal projects or routine activities, creating tasks without linking them to specific contacts streamlines your operations. Follow this guide to optimize your task management and enhance team collaboration.