CRM

AWilson1
Member

Is it possible to stop tasks from being automatically created in the Contact record?

SOLVE

We only run tasks for Deals and some tasks are being automatically created in the Contact record. Is there a way to stop this from occuring?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to stop tasks from being automatically created in the Contact record?

SOLVE

Hi @AWilson1,

 

Could you share more details how you are creating tasks or how they are being created? If you don't know, could you share a screenshot?

 

If you're using workflows to create tasks, I'd recommend checking out the settings of this step. In this screenshot from a deal-based workflow, you can select which other records to associate this task with:

 

karstenkoehler_0-1616131919048.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to stop tasks from being automatically created in the Contact record?

SOLVE

Hi @AWilson1,

 

Could you share more details how you are creating tasks or how they are being created? If you don't know, could you share a screenshot?

 

If you're using workflows to create tasks, I'd recommend checking out the settings of this step. In this screenshot from a deal-based workflow, you can select which other records to associate this task with:

 

karstenkoehler_0-1616131919048.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.