topic Re: Task Type vs Acitvity Type in Dashboards & Reporting

Task Type vs Acitvity Type

MMetros5 — Fri, 17 Dec 2021 02:58:57 GMT

I am trying to understand the anatomy of the following activities properties:

Task type: the type of a task, either Call, Email, or To Do.
Activity type: the type of activity, such as call, meeting, email, task

Under what circumstances would an activity type of email not have a task type of email? If the activity type is email, does that mean it is automated, while the task type of email is manual?

We use Hubspot sales sequences.

Re: Task Type vs Acitvity Type

karstenkoehler — Fri, 17 Dec 2021 06:12:25 GMT

Hi @MMetros5,

The task type is what you're selecting when creating a task:

This is an additional way to filter / categorize tasks and refers to what the task is about. A task to make a call. A task to write an email. The task is however not the email itself (which would be recorded as a separate activity).

In other words, an activity can be a call, an email, a task. A call and an email do not have a task type. Only tasks have a task type. This allows you to take care of all email-related tasks first before tackling all call-related tasks.

Let me know if you have any follow-up questions!

Re: Task Type vs Acitvity Type

CoachRWRWalker — Fri, 12 May 2023 13:28:20 GMT

This distinction seems arbitrary and confusing. Why not simply have different categories for activities?