Associations
Associations allow you to link a task with related records such as deals, contacts, or other relevant objects, so all work stays connected in one place.
Step 1: Open a task
Go to Tasks
Select the task you want to update
Step 2: Open Associations
On the right-side panel, select Associations
Step 3: Link related records
From the Associations panel, you can:
Link the task to an existing deal, or create a new one
Link the task to a contact
Select Linked Objects to attach related items such as invoices, contracts, payslips, or other documents
Associations help you keep tasks context-aware by connecting them to the right deals, contacts, and documents, making follow-ups and collaboration easier.
Related guide pages
Alano User Guidelinehttps://wiki.alano.ai/guide/
Customizationhttps://wiki.alano.ai/guide/customization-8ddSaxvPIY/
Welcome to Alanohttps://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/
Featureshttps://wiki.alano.ai/guide/features-TcyTIG1kHe/
Contacts/Customershttps://wiki.alano.ai/guide/contactscustomers-LZZkPk05en/
Alataskshttps://wiki.alano.ai/guide/alatasks-rfB2f4M6Ho/
Visibility - Cascaded by Epic / Sprinthttps://wiki.alano.ai/guide/visibility-cascaded-by-epic-sprint-gxyCWUSJFa/
Custom Fieldshttps://wiki.alano.ai/guide/custom-fields-0R2v5VRU7I/
Epichttps://wiki.alano.ai/guide/epic-OHs5ErxQdj/
Visibilityhttps://wiki.alano.ai/guide/visibility-g8dEXRggZs/
Sprinthttps://wiki.alano.ai/guide/sprint-T931Hjwbjz/
Sub-taskhttps://wiki.alano.ai/guide/sub-task-04RIbsAFzZ/
Update Task & Mention Teammateshttps://wiki.alano.ai/guide/update-task-mention-teammates-wXoUEdFS2U/
Create Taskhttps://wiki.alano.ai/guide/create-task-MjPmOAZuWo/
Dealshttps://wiki.alano.ai/guide/deals-glGb1Ojq9n/
Custom Objectshttps://wiki.alano.ai/guide/custom-objects-vKkregeoYs/
Alanoteshttps://wiki.alano.ai/guide/alanotes-qFBrxuMSQa/
Resourceshttps://wiki.alano.ai/guide/resources-C4DgheeRju/
Intelligencehttps://wiki.alano.ai/guide/intelligence-C27rBzbm0P/
Settingshttps://wiki.alano.ai/guide/settings-WGYKnuS6lc/
Alano AI Chatbothttps://wiki.alano.ai/guide/alano-ai-chatbot-V1d6NJepW1/
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/associations-8MGMPRad9t