Now, while adding tasks, you can select policies and map them to tasks associated with a particular account, contact, and deal card
To view the enhancement:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02132327/image3-11-1024x478.png)
- Click on the Accounts module.
- Select any account and navigate to the Account 360 view.
- Click on tasks to assign a task to the account.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02132401/image4-6-1024x479.png)
- While adding a task, you can map the policy to the task associated with the ‘account’ using the ‘select policy’ option.
- Select the policy to map with the task associated with the account.
- Click Save.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02132429/image2-14-1024x466.png)
- You will be then able to view the policy number mapped to the task successfully.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02132455/image1-16-1024x478.png)
If you haven’t chosen a policy while adding a task, you can easily do so by following these steps:
- Select the task you created.
- Click on the three dots icon associated with the task.
- From the dropdown menu, select the ‘Map Policy‘ option.
Note: You can link existing policies to tasks from various modules like accounts, contacts, deal cards, and the task list.