Getting Started & General

Associate Multiple Objects to Tasks in GoHighLevel

Name: How To Associate Multiple Objects to Tasks in HighLevel
Uploaded: 2026-01-08
Duration: 5 min 4 s
Description: GoHighLevel tasks can be linked to multiple records at once, including up to 10 contacts, 10 opportunities, 10 companies, and 10 custom objects per task. This gives every person involved in a deal or project a shared action item regardless of which module they work in. Sales, customer success, and operations can all track the same task without duplicating it.

GoHighLevel tasks can be linked to multiple records at once, including up to 10 contacts, 10 opportunities, 10 companies, and 10 custom objects per task. This gives every person involved in a deal or project a shared action item regardless of which module they work in. Sales, customer success, and operations can all track the same task without duplicating it.

2026年6月2日に更新

5:04

概要. Multi-object task association in GoHighLevel lets you attach a single task to a wide range of records across contacts, opportunities, companies, and custom objects. You set the associations when creating or editing a task, and team members only see tasks linked to records they have permission to access. The main task list under Contacts, Tasks supports advanced filtering by any of the associated objects, and you can control which association columns appear in the table through the Manage Fields option.

ステップ

Create a task with associations
Go to Contacts, then Tasks at the top, and click Add Task. Fill in the title, description, and due date, then scroll to the Associated Object area. Select the object types (contacts, opportunities, companies, custom objects) and add up to 10 records for each.
Edit or remove associations
Click the edit icon on any existing task, scroll to the associations panel, and add or remove records as needed. Changes apply immediately on save.
Filter tasks by associated record
Use the Advanced Filter on the task list to narrow results by a specific contact, company, opportunity, or custom object so you only see relevant tasks.

よくある質問

How many records can I associate with a single task in GoHighLevel?

Up to 10 per category: 10 contacts, 10 opportunities, 10 companies, 10 custom objects.

Will a team member see a task if they do not have access to the associated record?

No. Tasks are only visible to users who have permission to access the linked records.

Do multi-object associations work with recurring tasks?

Yes, associations carry over to recurring tasks the same as one-off tasks.

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ステップ

Create a task with associations

Edit or remove associations

Filter tasks by associated record

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よくある質問