Creating and Managing Contactless (Internal) Tasks in TheraSaaS

• 1Log in
  Log in to your TheraSaaS account.
• 2Open your task list
  Navigate to the Contacts tab, then click Tasks to view your task list.

• 1Click New Task
  In the Tasks section, click the green New Task button in the upper-right corner.
• 2Enter the task details

  Field	What to enter	Example
  Title	A title for the task	Do This First
  Description	A brief description of the task	Please do this first

• 3Save the task
  Click Save — you don't need to assign the task to any team member or contact. This creates a contactless task, an internal task that can be assigned later.

You can repeat the process above to create as many tasks as you need without assigning them to anyone. Just enter the task details and click Save each time.

Once you've created contactless tasks, you can assign them at any time:

• 1Edit the task
  Click the three dots next to the task and choose Edit Task.
• 2Assign to a team member
  In the edit menu, select a team member from the Assign To field.
• 3Assign to a contact
  You can also associate the task with a specific contact by selecting one from the Contact field.
• 4Update
  Click Update to save your changes.

If you need to change the assigned team member or contact:

• 1Edit the task
  Click the three dots next to the task and choose Edit Task.
• 2Change the assignee
  Remove the current assignee and select another team member or contact.
• 3Update
  Click Update to finalize the reassignment.

To view tasks that haven't yet been assigned to any team member:

• 1Open the Assignee filter
  Click the Assignee button at the top of the task list.
• 2Select Unassigned and apply
  Check the Unassigned box and click Apply. The list will now display all tasks that are currently unassigned.