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associate-task

Community

Link tasks to related records in CRM.

Marketing & Sales#supabase#crm#contacts#task#companies#deals#associate
AuthorCimminelli1982
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Associates a task with related CRM records (contacts, companies, or deals) to provide context and improve traceability within the workflow.

Core Features & Use Cases

  • Link a task to a related record (Contact, Company, or Deal) to associate it with the correct CRM entity.
  • Verify the created association by fetching the linkage to ensure data integrity after creation.

Quick Start

Provide the task name and the related record name (Contact/Company/Deal) to create the association.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: associate-task
Download link: https://github.com/Cimminelli1982/crm-frontend/archive/main.zip#associate-task

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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