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Tasks Across Multiple Objects

Manage follow-ups where the work really happens. Multi-Object Task Associations let you link a single task to Contacts, Opportunities, Companies, and Custom Objects—up to ten records of each type—so your team never loses context again.

Last updated: May 26, 2026


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On this page

  • What is Multi-Object Task Associations?
  • Key Benefits of Multi-Object Task Associations
  • Default Association Behavior
  • Viewing Associated Objects
  • Filtering Tasks by Association
  • How To Setup Multi-Object Task Associations
  • Frequently Asked Questions
  • Related Articles

In this folder

  • How to Bulk Import Companies Using a CSV File
  • Import data from HubSpot
  • Searching an Object Record
  • Viewing Your CRM Records: List Views, Sorting, and Filters
  • CRM FAQs
  • How to Rename Standard Objects in Your CRM
  • Efficiently Using Bizura Notes for Managing Contacts, Opportunities and Company Records
  • CRM Notes Association – Link Notes Across Contacts & Opportunities
  • Tasks Across Multiple Objects
  • Association Limits
  • Associations Between Opportunities, Companies & Custom Objects

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