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

1. Go to Tasks

2. Select the task you want to update

Step 2: Open Associations

1. 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.