HubSpot Ideas

MNar

The contact to which task or note is related to should be immediately visible

When in Company view in HS, you can see the tasks and notes associated with all contacts in the activities feed, which is really useful to get a summary.

 

Unfortunately, it doesn't specify what contact this task or note is related to, and it could even be related to just the company, but there's no way of knowing this at a glance.

Screenshot 2023-12-04 100742.png

 

Even when you click into the task or note, it stil doesn't specify to what contact the task is related to, until you click into associations.

Screenshot 2023-12-04 100849.png

 

I think it would be really helpful to add the related contact in the first view of the task, so that a user immediately knows which contacts have tasks against their names.

0 Upvotes