Me and my team would also like to see the Company on the task list when the task is associated at the user level. Thanks!
I’d like to see this as a setting where we can select how we want tasks to be associated -
1. Default to contact
2. Default to company
3. Default to both
Our institution has different teams working in different ways - some of us work at the contact level, others work at the company level. PLEASE create a solution for this!
Having to go in and associate the contact manually every time is a big pain and a time-waster. I often have to dig through a bunch to figure out what contact the task is actually for.
Having every task and note automatically associated with the contact would be more productive. Please and Thank you!
When creating To-do tasks and adding a contact, it would be really helpful to auto include the company name (assuming thay are associated to one) in the task so when you are actioning the task, company info details are easily on hand
When you create tasks by selecting contacts from a list (Contacts --> Contacts or Contacts --> Lists), the tasks are not automatically associated with the corresponding Company.
Most of the time the Contact is already associated with a Company, but the connection is not done automatically. It needs to be done manually, which is very time consuming.
It would be great that the task creation from a contact list uses the existing associations, and assign task to both Contact and Company automatically.
When we create a Task from a sequence we can’t associate the Task to a Company, only the Contact the task was assigned to. This would also be a very helpful feature when multiple Contacts are enrolled in a sequence from the same company. We can do this in Automation workflows but not in sequences.
+1
+1
Hubspot team we need you here please 
Any idea when this feature could be implemented ?
I agree - it’s particularly frustrating that you can’t associate the task to both contact and company from a sequence. There is also no way of updating tasks through a workflow.
100% agree with all of the above…adding in deals also…i have tasks assigned to a contact not connected to the company or deal. This is frustrating I get why you might want this if you have 40 contacts in an org and multiple deals going on… but in most cases you have 3-10 key people in an org, with 1 deal going on. Why doesn’t it just link everything? this leads to a lot of duplicates because you think you haven’t created a deal and you have its just under the other guy at that company
This is a big disadvantage of the salesforce integration at the moment. Assigning the associated company to tasks by default should be a standard feature to be honest - in what world would we need to associate a task to a different company to the one the lead is associated with?
It would make life a lot easier for companies like ours who need to work out of both systems, currently creates unnecessary click mileage for our internal sales team
So true.
It’s been months since the first post and nothing changed, I literraly had to implement a new process to associate later on contacts & companies. This is ridiculous.
Could anyone help ?
+1 please. this should be added to auto associate contact with the tasks
Hi there,
I agree this would be very helpful.
Tasks should when working from a deal record default contact to:
- Deal
- Company
- Contact
I look forward to updates on this.
Thanks,
Rachel
I agree with all of the suggestions here. Please Hubspot make the feature for tasks to at least be given an option to be associated with contact, company and deals, no matter where the task is created from (manual entry on any record, workflow step, or part of a sequence).
It would save a tremendous amount of time and eliminate someone forgetting to update a deal or vice versa.
+1
I agree wholeheartedly that the tasks should be auto-associated with the company. This is becoming problematic for our sales team. The majority of their tasks are created from a sequence. They should not have to manually go back in and associate them with a task. If the contact has an associated company, then the task should associate that company with the task. I would be happy to create a workflow to make this happen, but that doesn’t seem to be an option either. Please look into this. It would be so helpful to so many of us. Also, if they could then sort the associated company column on the table that would help give them a single view of all of the tasks for that company.
Thank you in advance for your consideration!