Hello,

I'd like to have the option to assign one or multiple contacts from CRM to a single task. This will be used to get a quick overview over all open tasks assigned to that contact for preparing calls or emails. In the past I had to use tagging for this, because the systems were separated. But running Zoho One there might be a more elegant solution.

Example use case: 

We run events for multiple clients in the same location. For each of these projects there might be tasks with things to discuss with the location sales rep. I'd like to select all tasks from all projects which are assigned to that contact from CRM.

I found this topic which looks similar but I don't understand how to transfer the information there to my question: https://help.zoho.com/portal/en/community/topic/how-to-map-a-contact-from-crm-to-an-integrated-field-in-projects-with-a-function

Jan