Can I require tasks to be associated with a company/deal/contact record to be created

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Regular Contributor

I have noticed some of my users are creating tasks that are not associated to any record (contact/company/deal). This is obviously not good and an incorrect way to use the system, at least in our company. It is possible by clicking on the 'new task' button on the task list. I don't like this so I want to know if it is possible to make it mandatory that the user link the new task to at least one other record to be able to create the task, otherwise it will give you an error message.

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Regular Advisor

Hi @Jeffb 

 

There's curretly no way to set the required fields in a Task.

 

You could create a workflow (depending on which version of HubSpot you use) that assigns Tasks and poulates the required fields.

 

Mike

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