Skip to content
Patient Copilot Help Center

Internal Tasks for your Team

https://youtu.be/QjncCeaa1y8 https://youtu.be/h3SGywAkIyY (https://www.youtube.com/watch?v=nHxqwdWr5Ts)[https://www.youtube.com/watch?v=QVUKrpakcDA](https://www.youtube.com/watch?v=QVUKrpakcDA) https://youtu.be/5mYt9yQssJU Create and Manage internal tasks for your team in the “Tasks List Page” for easier project management. In This Article - Create Contactless Tasks(#Filter-Internal-Tasks)

  • Filter Internal Tasks(#Assign,-remove,-or-Reassign-the-Contact-to-a-task)
  • Assign, remove, or Reassign the Contact to a task
  • Automate Contact-less Tasks with Workflows
  • Frequently Asked Questions * * *ewdwedwedwedwed Create tasks on the task list page without a contact specifically for your team members. These tasks can be used to manage work and responsibilities within your team easily ## Filter Internal Tasksewdwedwedwedwed Utilize the “Unassigned” option in the “Contact” filter field to filter out contactless/internal tasks for your team. Along with creating contactless tasks, the contact can be added, removed, or reassigned anytime post a task is created giving you absolute control over managing the tasks in your subaccount ## These tasks are also visible in the Tasks list on the Dashboard page. Add Task can create contact-less tasks when the workflow has no contact (e.g., inbound system events). If a contact exists, the task attaches automatically. * * * ## Frequently Asked Questions Q: Can I schedule tasks with dynamic dates or create them automatically based on triggers? While the Tasks section allows manual task creation for your team, advanced task scheduling and automation—like setting dynamic due dates (e.g., “2 days from now at 5PM”)—must be configured via workflows. To do this, use the “Add Task” workflow action under Automation > Workflows. This gives you full control over assigning tasks and defining dynamic due times based on triggers like form submissions, opportunity updates, and more.