Task Management and creation under Accounts and Contacts

[Veronika123 (Veronika)]

Hello,

I am have struggling big time and creating Standard Task creation and follow up reminders under account and contacts boar in Monday CRM. We have Companies board, a Contacts board, and a Tasks board (for follow-ups, calls, etc.).

Here’s exactly what I want to do:

When I open a Company profile, I want to have a button or section that says “Create Task.”

When I click it, I want a popup form to appear where I can manually enter task details like:

• Task Name
• Related Contact
• Due Date
• Assigned To
• Reason for Follow-up

Once I save the task, it should automatically be:

• Linked back to that company
• Visible in the company view under a “Follow-up Tasks” section
• Trigger a reminder for the assigned rep when the due date arrives

I want to avoid switching to the Tasks board every time. This should all happen from within the Company and Contacts view.

Does anyone know how to make this happen? thank you so much. It is the most basic CRM feature, but for some reason i am struggling to do it at monday

[dmccarthy22710 (Desiree McCarthy | Monday.com Ambassador)]

There’s no native way to have a ‘pop up’ appear, but what you can do is create a box inside the item to create the task

You’ll need to start by adding the columns you want to capture to the accounts board. You can then collapse these OR create a view that hides them.

You’ll then want to add an ‘Information’ widget

Then choose the columns you want to capture to create the task

Then create an automation that when the button is clicked that a task is added (and you can connect them depending on your use case)