Associate Tasks With A Contact

This article explores associating a task with a contact. Learn the basics of adding a new task here.

Associating a contact record to a task is a great way to know who you need to be focusing on. Use this for functions like Grant tracking, pledge followup, etc.


Connect a contact to a task

Click the Add New button in the top of the left sidebar, and select Task. Enter the basics of your task here. Learn more about creating a new task here.

After filling out the task, enter the contact you would like associated with the task at the bottom, and choose their name from the dropdown.

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Tip: If you open a contact profile and then add a new task, that contact's name will automatically be associated with that task by default.

When you've created your task, you can see outstanding tasks under the associated contact's profile.

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You can also see and edit all tasks in Tools, under Tasks.

 

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