Create customized task

Smart CRM & Sales Hub Dashboards & Reporting
1

We would like to create a customized task. Currently, you have the option to select from three types of tasks:

  • Email
  • Call
  • To-do

We are interested in adding more options to this list. Could someone please let me know if this is possible, and if so, how it can be done?

Thank you in advance for your assistance!

2

Hey @EAsta

Based on the provided information, it appears that customizing task types beyond the default options (Email, Call, To-do) isn’t supported. HubSpot currently allows the selection of only these predefined task types.

3

Hi @EAsta,

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-the-Task-types/idi-p/376327

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.

In the thread, the product team also has a form where you can submit a survey.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.

Have a great day!