Task Issue

[DGrays]

HI there,

On my tasks view my contact shows but the associated company they work for does not show up. Why?

[AYaretz]

@karstenkoehler Is there a way I can edit a Workflow (that triggers a task) to ensure that if a Contact is associated with a Company Record, then it will appear on a task (i.e under Associated Company)?

I noticed that when tasks come in, contacts who are already associated with a company record still do not have their company record appear under "Associated Company" under a specific task. 

Is there a way I can change the workflow to ensure that is added? When I go to the workflow, "All associated company records" and "All associated contact records" are checked under "Associated with records" under Create a Task in my workflow. But this does not solve the solution yet. Attached is an example - thanks!

[DGrays]

Thank you. Works now. Appreciate the support.

[karstenkoehler · Accepted solution]

Hi @DGrays,

Presumably that's because the task was not associated with the company when it was created. Depending on where and how the task was created, HubSpot does not necessarily add this company association when you forget it.

When you create a record, always make sure that you include the company as an associated record.

For existing tasks, you can still add this association by hovering over it and clicking Edit.

Lastly, make sure that the contact is associated to a company record. Sometimes the company name is stored in a contact field, but the record itself is not associated with a company record.

Best regards!