How to Associate a Task


How to Associate a Task With an Opportunity

Option #1

You can relate a task to an opportunity on the Links tab:

Option #2

You can relate a task to the opportunity on the opportunity page. Go to the CRM. Click Create and select the 'New Task' option from the drop-down menu:

Or, you can also create a new task from the comment box. 

How to Associate a Task With a Project

Option #1

You can relate a task to a project on the Links tab:

Option #2

Go to the Tasks and drag the task to the project folder. The Task list displays all the projects in which you are a project manager.

Option #3

In the Tasks, open the folder with the specific project and create a new task through the quick form or via the Create Task button.

Option #4

Create a task on the project record:

  • on any tab using the 'Create' button:
  • on the Tasks tab:

If the project includes stages and milestones, a task can be easily linked to them.

How to Associate a Task With a Contact/Organization

Option #1

You can relate a task to a contact/organization on the Links tab:

Option #2

Create a task on the contact/organization page. 

Or, you can also create a new task from the comment box.

How to Associate a Task With a Workspace

Option #1

You can relate a task to a workspace on the Links tab:

Option #2

You can relate a task to a workspace on the Tasks tab or via the 'Create' button on any Workspace's page:

Option #3

Go to the Tasks and drag the task to a specific workspace.