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Link To Contacts From a task

 
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Aficionado
19 posts

Hi,  we would really like to be able to link an individual task to a contact or number of contacts - how can I do this?  We dont want the link from the task list (which can be linked to contacts already) but from the individual tasks within.

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Lyncean
160 posts

Why not create a task under each contact record?  For a number of contacts, you’d create a blog with the task, and associate each contact to the blog. 

Does that make sense or are you trying to do something else?

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Aficionado
19 posts

I could do that - in fact have done that for the occasions when it makes sense to build a rich narrative associated to one contact.  But what we are trying do do is to create a focus of activity for a group of contacts (that change frequently) and so there is a project blog (“businses development”) with a number of items within this.  Several activity buckets each with a list of tasks that correspond to actions against specific contacts.

My issue is that the only activity that has a specific association with contacts is the one that is “schedule a follow-up” one.  I could use this but really it’s the activity that would be best.  You also cant customise the activity to bring in a contact field as the system will only allow you to add custom fields. 

So hence my request.

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Administrator
3952 posts

Hi Robertpy. Individual tasks in tasklist do not link to indiviual contacts, it was not meant for this (although the idea is interesting). Sloughwi made a good point that Tasklist in question should be in a project blog. You could consider using the colour codes in individual tasks to distinguish between who each belongs to. Also you have the option of creating followups which you can assign to external attendees (as you mentioned), then organizing them into lists using Section Headers.

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Aficionado
19 posts

I would love to be able to assign an action to a number of contacts (e.g. “arrange face to face meeting” or “send a follow-up email”

How would you best accomplish this with 360?

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Lyncean
165 posts

Robert, I also thought about this, then I realised that Solve did it right - assigning one contact for a task rather than several means that the buck stops with that one person - ie they become the lead.  If you want them to collaborate with other people, you can make a note of this in comments when you allocate the task.
If you were to allocate the task to multiple people, who would be responsible?
If it’s a generic task like “get your timesheets in” it probably doesn’t belong in a project blog anyway.