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

From the Associations panel, you can:


Associations help you keep tasks context-aware by connecting them to the right deals, contacts, and documents, making follow-ups and collaboration easier.

Related guide pages

Alano User Guidelinehttps://alano.ai/docs/ Customizationhttps://alano.ai/docs/customization-8ddSaxvPIY Welcome to Alanohttps://alano.ai/docs/welcome-to-alano-1dTWipd7yW Featureshttps://alano.ai/docs/features-TcyTIG1kHe Contacts/Customershttps://alano.ai/docs/contactscustomers-LZZkPk05en Alataskshttps://alano.ai/docs/alatasks-rfB2f4M6Ho Visibility - Cascaded by Epic / Sprinthttps://alano.ai/docs/visibility-cascaded-by-epic-sprint-gxyCWUSJFa Custom Fieldshttps://alano.ai/docs/custom-fields-0R2v5VRU7I Epichttps://alano.ai/docs/epic-OHs5ErxQdj Visibilityhttps://alano.ai/docs/visibility-g8dEXRggZs Sprinthttps://alano.ai/docs/sprint-T931Hjwbjz Sub-taskhttps://alano.ai/docs/sub-task-04RIbsAFzZ Update Task & Mention Teammateshttps://alano.ai/docs/update-task-mention-teammates-wXoUEdFS2U Create Taskhttps://alano.ai/docs/create-task-MjPmOAZuWo Dealshttps://alano.ai/docs/deals-glGb1Ojq9n Custom Objectshttps://alano.ai/docs/custom-objects-vKkregeoYs Alanoteshttps://alano.ai/docs/alanotes-qFBrxuMSQa Resourceshttps://alano.ai/docs/resources-C4DgheeRju Intelligencehttps://alano.ai/docs/intelligence-C27rBzbm0P Settingshttps://alano.ai/docs/settings-WGYKnuS6lc Alano AI Chatbothttps://alano.ai/docs/alano-ai-chatbot-V1d6NJepW1

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/associations-8MGMPRad9t

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