Every task links to what it is about

A task now links to each record it names, such as its contact, deal, property, campaign, round or lead.

Open a task, then go straight to its deal, its contact or its campaign.

A task links to each record it is about:

• its contact, deal, account or property;
• its campaign and campaign round;
• the lead it follows up;
• the automation that made it;
• the task it is part of, and the tasks it waits for.

The first record shows under the task's title and on its row in Tasks. All of them show under Related records on the task. Select a name to open that record.

A record you cannot open shows its name without a link. A deleted record shows No longer exists. A merged contact opens the contact it was merged into.

The phone app shows the same records under For. Claude, ChatGPT and Muse get the same links. See What a task is about.