HubSpot Ideas

Brett_Weaver

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

63件のコメント
SFowler48
メンバー

Agreed, this should be a feature. When makign a deal task, it'll populate the company but never the contact - it should bring this all through!

CB_
メンバー

+1, same need.

PToporcea3
メンバー

Yep, it's a super important optimisation. +1