Associate Tasks with Contacts AND Companies by default

Hello,

 

It would be very helpful to automatically have a Task which was created under a Contact also be associated with the Contact's Company.

 

There are mentions of this on the community forum already for a couple of different reasons. My reason is as follows:

 

When I create tasks for various contacts, work those tasks, and find that I may have forgotten to disposition/complete all tasks during that process, it would be great to be able to pull up the Company page and view all tasks associated with the company to get a view of which I may have missed.  HubSpot CRM seems to be completely lacking a way to sort tasks by company, both in the above format as well as in on the Tasks pages.

 

Looking forward to this functionality being implemented.

 

-Brett

HubSpot updates
7 Replies
Amy
New Contributor

Hi HubspotSmiley Happy

 

When the sales team view their tasks in Sales, they aren't always sure which person is which when there is not a company associated with the contact in the tasks list. They suggested showing the contact and their associated company in Tasks for ease of use.

 

What do you think?

lcrumling
Regular Contributor

It's suprising that the company can be associated to the task when creating, but it's not a default column and you can't add a column for it either.

IndyAlan
Occasional Contributor

Yes.  This is anoying.  I am having to go back in, delete the task associated with the person, then re-enter the task under the company.  I then have to trype in the task description "Call Larry".  Only then can I see at a glance that I have to "Call Larry" at ACME Company.  Otherwise all I see is "Larry" based on the Associated Contact Column I am only given the choice to select.

 

Please add Associated Company as a column choice to the Task view OR set this as an option in the Global Pref somewhere.

 

Thanks!

Alan

AndreaBalducci
Occasional Contributor

+1 !!!

JennPape
Regular Contributor

THIS SHOULDN'T NEED TO BE A FEATURE REQUEST!!! 

RonPas
New Contributor

+1 - anyone know a work-around for this?

rachelatscorr
Occasional Contributor

This would be fantastic! Especially helpful for the tasks that are created from sequences so we don't have to go back and associated the task to the company as well.