Hs this idea taken shape now.. it would make the life our sales team a lot easier but also for us (marketeers) to report on too.
Status: In Beta
Status history
Glad this thread is continuing. I am a recovering salesforce user and not being able to modify the task object is a killer for me. Seems like such an obvious feature that would benefit so many use cases!
For me this is absolutely critical, how can you work without task types? It is nuts
This is the hardest I have ever clicked an upvote button. Lets get action on this one!
Honestly can’t fathom why this functionality isn’t already in HubSpot. Please add this functionality asap!
Important Idea. The best solution I can come up with now is to use filters to generate a report of the tasks I want to see.
In our case, we are looking to track reports, so my team and I have to make sure we add the word “report” into the title of every task we want to track over time. It works well. Hopefully we can customize the “Type” field in future.
Tinacho
Nothing to add that others haven’t already said for the past 5 years. I am adding a comment to see if there is ever an update from Hubspot.
Upvote!
Upvoted.
Upvoted
Upvoted
Upvote, its a must have
uupvoted
This would be a huge help to our company. It would be so great if could customize the task by Team. For example, one set of task available for my sales and one for my service team
Could not agree more. There are businesses who still need options like ‘door-knocks’, ‘direct mail’, etc. for activity tracking of their sales team. This is initiative assists in strengthening the sales operations for teams, especially large teams across many regions.
Why has this taken so long to add or deploy? After reading through this thread I have come to realize that being able to modify something so simple is made so complicated. Stop overthinking the ask. The application already allows for so much modification that allowing for the addition of or even modification (name change) of existing could likely be deployed beta within a short time frame. At this point, my client has asked me to start testing alternative solutions that will give us the flexibility we need in modifying simple task settings. I bet if HS surveyed departing customers why they are switching back to SF one of the reasons is customizability and reporting. HS is great, but not for everyone, and apparently not prepared to fix an ask from 2017. This shows me the roadmap team doesn’t care about what users are requesting.
All that being said, FIX this. Allow us, users, to modify what we see as a “Task” already. The clock is ticking for our team, we are only in Beta for this current client. If we cannot add a Meeting as a task by year-end we will be fully deploying the solution using SF or MSD.
We utilise tasks as well from a sales perspective and want to have them more granular than to-do. It could be Demo required or Discovery call etc.
We want to filter on them and review them. I would have thought this is very easy to fix in which you simply allow additional items.
This is really, really needed.
This is really needed.
HubSpot team - If you can share, roughly, when this feature to add ‘task types’ ourselves will be available, that would be great.
In the meantime, is it possible to have the product team insert a ‘type’ that we need into our HubSpot instance?