Help Center

Viewing Tasks on Contacts, Companies, and Households

Tasks can be viewed not only from the main Tasks page, but also directly from related records such as contacts, companies, and families. This makes it easier to manage work in the right context without switching back and forth between pages.

Where You Can View Tasks

You can view tasks in the following places:

• Tasks page — shows all tasks based on your filters and permissions
• Contact details page — shows tasks linked to that contact
• Company details page — shows tasks from contacts associated with that company
• Household details page — shows tasks for the selected contact or the full household, depending on the toggle
• Pipeline deal page — shows tasks related to that deal
• Financial account details page — shows tasks related to that financial account

View Tasks on a Contact

1. Open the contact record.
2. Click the Tasks tab.

The Tasks tab shows all tasks linked to that contact that you have permission to view. From there, you can review task details, update status, open the task, or create a new task for that contact.

View Tasks on a Company

1. Open the company record.
2. Click the Tasks tab.

This view shows tasks that belong to contacts associated with that company. It gives you a broader picture of work related to the company, even when the tasks are tied to individual contacts.

View Tasks on a Household

1. Open the household record.
2. Click the Tasks tab.
3. Use the toggle to switch between This Contact and Household.

The This Contact view shows tasks for the selected contact only. The Household view shows tasks across the household.

Create a Task from a Record

You can create a task directly from a contact, company, or family record. When you do, the task is automatically linked to that record.

1. Open the contact, company, or family record.
2. Go to the Tasks tab.
3. Click Create Task.
4. Fill in the task details.
5. Click Save.

Tip: Creating a task from the related record saves time and helps keep the task properly linked from the start.

What You Can Do from a Record-Level Tasks Tab

From the Tasks tab on a contact, company, or family record, you can typically:

• View linked tasks
• Open a task to see its full details
• Edit a task
• Change task status
• Create a new linked task

Task Visibility on Records

Only tasks you have permission to see will appear on a contact, company, or family record.

• Public tasks may appear to users who can access that record.
• Private tasks are visible only to the creator, owner, and any additional assignees.

This means a task linked to a contact may still be hidden from another user if the task is private.

Why Record-Level Task Views Matter

• Better context — you can see tasks next to the record they relate to
• Faster follow-up — you can act on tasks while reviewing the contact, company, or family
• Cleaner recordkeeping — linked tasks help preserve the history of work connected to that record

Best Practices

• Create tasks from the related record whenever possible so they are linked correctly.
• Use contact-linked tasks for individual follow-ups and company-linked tasks for account-level work.
• Use family-linked tasks when the work applies to the full household.
• Be mindful of privacy settings if a task should not be visible to everyone who can access the record.
• Review record-level tasks during calls, meetings, and follow-up work so nothing gets missed.

Frequently Asked Questions

Why don’t I see all tasks on a record?

You may be seeing only the tasks linked to that record that you have permission to view. Private tasks may be hidden from you, and company or household views may show a broader or narrower task set depending on the page and toggle you are using.

Can the same task appear on both the Tasks page and a contact record?

Yes. A linked task appears on the main Tasks page and also on the related record, as long as you have permission to see it.

What happens if I create a task from a contact record?

The task is automatically linked to that contact.

Can I edit a task from the contact, company, or family page?

Yes, if you have permission to edit the task.

Need help? Contact support@leadcenter.ai.