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.



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.


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


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