HubSpot Ideas

tmcginnis

Default Task Associations

Please make it so we can change the default Task association feature.

 

Currently, no matter where a task is created (Company, Deal, Contact or Ticket Record), it automatically associates the task with all of those objects and the 5 most recent Deals or Tickets.

 

There should be a global setting to change this behavior.

 

 

10 Replies
MoniPort
Member

This is a needed feature. Especially when Task are created on deals we need to also associate the task on the contact record. 

RyC
Member

Really need this. I don't want a task created in a Deal to be associated with a related Company. We should be able to manage these defaults.   

Hildegaard
Contributor

Couldn't agree more. 
Frustrating that I by default create 2 associations when the task is only relevant on a specific contact.
Similar idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-HubSpot-default-deal-association-labels/idi...

JTree
Member

I completely agree. We use tasks in tickets, where we have workflows creating tasks in the ticket. 


The next activate date that is set based on the task is used in a 'date due' property that we have created.

Where the ticket associates tasks that are on the contact/company automatically, it is messing this up as the next activity date gets impacted by the company/contact task where we only want it to use the ticket tasks.


Therefore if we could have a system setting to stop contact/company tasks automatically being associated to new tickets etc, that would be extremely useful.

GBReposit20
Member

This needs to be done ASAP, no brainer! 

VDACOSTA-3DD
Member

I fully agree. Most of our notes and tasks are specific to one deal, we do not need them in the companies or contacts.

BThomas4
Member

10000% agree. It should only associate to the 'deal' by default, not to the company. Very frustrating.

EFlores_Paula
Contributor | Partner

My support team is having the hardest time adopting HubSpot tickets and tasks becasue every time they open a task, instead of going to a ticket, they go to the company and get super confused by all the information there that has nothing to do wiht the task or ticket. Please fix this yesterday.

OPetitjean
Member

Upvoting!

JMatthews3
Participant

Hear hear! When rungin through task lists, I don't want to land on the Company the task was created for, I want the actual task. It's a real pain to have to unselect company in the association list every time we make a task - surely, there could be functionality to set standard associations across all users?