Create Contactless Tasks For Team Members on High Level

One of my favorite features to use in High Level is, the ability to create tasks. I can create a task as a step in a workflow or I can manually create a task to remind myself I need to follow up with a client or team member.

Before, you had to connect the task to a contact which made added a couple extra steps to your processes. However, now we can create a task without a contact for ourselves or team members!

In today's training, I am going to show you how.

To learn more about High Level and our software reseller program, visit https://bridgetbartlett.com