Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Creating a Company

Create and manage Company records in TandemTask with clear details, ownership, and organization.

Overview

Companies represent the organizations you do business with—customers, prospects, partners, or any entity you track in TandemTask. Every Company record serves as the central hub for all related information: Contacts who work there, Deals you're pursuing, and Projects you're delivering. Companies must belong to a Space (like Sales, Customer Success, or Operations), which helps organize your work by department or team. This article walks you through creating a Company, adding essential details, and understanding how Companies connect to the rest of your workflow.

Before You Begin

Before creating a Company, make sure you have:

  • A Space available - Companies must belong to a Space. If you're unsure which Space to use or need a new one created, contact your account administrator or reach out to support@tandemtask.com.
  • Appropriate permissions - Depending on your role, you may need specific permissions to create Companies. If you're unsure, contact your account administrator.
  • Basic company information - Having details like company name, industry, and website handy will make the setup process smoother.

Creating a Company

Follow these steps to create a new Company:

Step 1: Navigate to Companies

Log into TandemTask at app.tandemtask.com and click Companies in the main navigation menu. This displays all existing Companies across your accessible Spaces.

Step 2: Create a New Company

Click the + Add Company button (typically found in the upper right corner or at the top of the Companies list).

Step 3: Enter the Company Name

Enter the Company Name in the required field. This should be the organization's official or commonly used business name.

Examples:

  • "Acme Corporation"
  • "Smith Industries LLC"
  • "DataTech Solutions"
  • "Johnson & Partners"

Tip: Use the name the company uses publicly. If they're known as "Acme Corp" but their legal name is "Acme Corporation International Holdings LLC," use the shorter, recognizable version unless legal precision is required.

Step 4: Select the Space

Choose which Space this Company belongs to. Spaces organize your work by department or team.

Common Space selections:

  • Sales - For prospects and active sales opportunities
  • Customer Success - For existing customers you're supporting
  • Operations - For vendors, partners, or internal entities
  • Marketing - For agencies, media partners, or campaign-related organizations

Note: A Company can be added to multiple Spaces if different teams need to work with the same organization. For example, a customer might appear in both your Sales Space (for upsell opportunities) and your Customer Success Space (for ongoing support).

Step 5: Add Company Details (optional but recommended)

Fill in relevant fields to build a complete Company profile:

Website - The company's primary website URL

Address - Physical location or headquarters address

Phone - Main company phone number

Industry - The sector or vertical the company operates in

Step 6: Set Company Owner or Account Manager (optional)

Assign a Company Owner if your organization tracks who's responsible for managing the relationship with this company.

Example: Sarah from your sales team might be the Company Owner for all prospects, while Mike from Customer Success becomes the owner once they convert to customers.

Step 7: Save the Company

Click Create Company or Save to finalize. Your new Company is now created and appears in your Companies list.

After Creating Your Company

Once your Company is created, you can:

  • Add Contacts - Create Contact records for people who work at this company. See Creating a Contact (coming soon).
  • Create Deals - Track sales opportunities associated with this company. See Creating a Deal (coming soon).
  • Create Projects - Start work initiatives tied to this company. See Creating a Project.
  • Edit Company details - Update any information by clicking into the Company record and selecting "Edit" or the settings icon.
  • View all related records - See all Contacts, Deals, Projects, and Tasks associated with this Company from the Company detail page.

Company Fields Explained

Here's what each field does and when to use it:

Company Name (required) - The organization's name. This is the primary identifier and appears throughout TandemTask when associating Contacts, Deals, and Projects.

Space (required) - The department or functional area managing this company relationship. Required to organize your data properly.

Website (optional) - Quick reference for research or verification. Makes it easy to look up the company's public information.

Address (optional) - Physical location. Useful for regional analysis, in-person meetings, or understanding time zones.

Phone (optional) - Main contact number for the organization.

Industry (optional) - Helps with segmentation and reporting. Useful if you need to analyze performance by vertical or tailor your approach by sector.

Company Owner (optional) - The person on your team responsible for this relationship. Helps with accountability and makes it clear who to ask about the account.

Best Practices

Use consistent naming conventions. Decide on a standard for how you enter company names (legal names vs. DBA, abbreviations vs. full names) and stick with it. This prevents duplicates and makes searching easier.

Start with the basics. You don't need to fill every field immediately. Get the Company Name and Space set up, then add details as you gather information or as it becomes relevant.

Assign to the right Space. Think about which team primarily manages this relationship. If multiple teams work with the same company, you can add them to multiple Spaces, but choose the primary Space thoughtfully.

Add an owner early. Even if it's just you at first, assigning a Company Owner creates accountability and makes it clear who's managing the relationship.

Keep industry classifications simple. Don't overcomplicate industry categories. Broad categories like "Technology," "Healthcare," or "Professional Services" are usually sufficient unless your business requires granular segmentation.

Update records regularly. Company information changes—people leave, companies grow, contracts renew. Build a habit of updating Company records when you learn new information.

Use the description field for context. This is where you can add notes that don't fit into structured fields: "Key contact is skeptical of new tools," "Contract up for renewal in Q2," "Referred by partner XYZ."

Don't duplicate companies. Before creating a new Company, search to make sure it doesn't already exist. Duplicates create confusion and fragment your data across multiple records.

Need Help?

  • Starter Plan: Email us at support@tandemtask.com
  • Pro Plan: Email, chat, or call us—plus schedule time with our team for setup assistance
  • Enterprise Plan: Contact your dedicated Project Manager for hands-on help structuring your Companies and importing existing data

Next Steps