Creating tasks in the CRM helps you keep your team accountable, schedules organised, and ensures all pending actions are taken care of. You might be used to adding tasks to individual customers, but whenever you have a task that involves multiple contacts, opportunities, or objects across your system, creating a separate entry for each one is time-consuming. Follow along to learn how to link multiple objects to a single task.
Creating A Task
To create a new task, head to the Tasks tab inside the Contacts section and click + Add Task.
Or click "+ Add" in the Tasks section of a contact's details.
In the task module, enter a title (1) and a due date (2) for your task.
Set your task as Recurring (1) if it needs to be completed more than once, and set an assignee to notify that team member (2).
Open the "Associate To" menu and select the kind of object(s) to include. You can pick multiple object types at once.
Click + Add, then select the object you want to connect. You can include up to 10 of each object type.
Once you're ready, click Save in the bottom right corner.
Modifying an Existing Task
If you need to add objects to an existing task, locate the task and click the pencil icon next to it.
If you've already associated the task with an object, open the "Associate To" menu to add new object types if needed.
Click + Add, then select the object(s) you want to connect.
Once you're ready, click Save in the bottom right corner.
That's all there is to it. You can now create a single follow-up task for multiple Opportunities, manage coordinated events across multiple Custom Objects or Companies, and bridge Contacts, Opportunities, Companies, and Custom Objects under one task to reduce manual work.