Add Tasks Without Contacts in Workflows

You can now use the ‘Add Task’ workflow action to create contactless tasks. Previously, this action required a contact to pass through the workflow; otherwise, the step was skipped. Contactless tasks support assignee, due date, priority, and notes—just like contact-attached tasks.

How It Works When the ‘Add Task’ step runs, it will create a standalone task if no contact is present at runtime. If a contact exists, the task will attach to that contact as usual. All task fields (assignee, due date, priority, description) are honoured in both cases.

• In your workflow, add an action for ‘Add Task’ and set assignee, due date, and priority.
• Run the workflow from a non-contact trigger (e.g., Inbound Webhook) to create a contactless task.
• Save and publish.

Why This Matters Agencies often need internal to-dos that aren’t tied to a person—such as ops checklists, billing follow-ups, and content deadlines. This functionality removes the “must have a contact” barrier, allowing workflows to automate these tasks as well.