Customize the Task types

Status: In Beta

Status history

+1 on this.
It’s a bit embrassing having to tell my team that everyone wants this feature, HS has been working on it for several years but it hasn’t been rolled out yet.

Any updates on this request? I am looking to be able to edit “task types” and then also be able to run a report off of tasks to share activity reports with my team.

We’re hoping so too. This is a great tool to be able to use. I can understand their idea of keeping To-Do as a catch-all and update queues, but we really need this multi-functionality because I want to be able to set to-do’s for others on my team and have them in different queues. So I have Face-To-Face meetings for Sales Person-A, but their Queues show their progress within the sales process for them. So I know that Steve has 3 face-to-face meetings and that two of those are prospecting while one is a closing meeting.

+1 - bumping this. Does feel like a really standard feature. One example for the need for this is I want my team to be able to go to tradeshows and quickly on the hubspot app be able to log a specific trade show task with a contact so we know how many touches are being made at the trade show to track ROI. Please prioritize.

I would love to be able to manipulate tasks to record our sales Drops, instead of using meeting type: Drops.

I have to agree with the general interest in this feature as customizing task types would allow for so much more than what the current options allow.

Hola,

Es necesario tener la posibilidad de agregar más opciones de Tipo a las tareas, no solo las 3 que están.. asi mismo, los estados de las tareas deberia haber posibilidad de agregar otras opciones y seleccionar y actualizar de forma manual.

Agradezco su apoyo, veo que estas solicitudes llevan años y nada que avanzan en ellas.

Gracias!!

Any updates on this? I have a client who needs it ASAP

How do I remove myself from receiving email updates about this functionality? it has over 600 upvotes and is obviously hugely required. My inbox is constantly spammed with updates/comments but no updates or timeframes around delivery etc.

I’d rather simply remove myself and no longer receive the spam updates as this functionality isnt being delivered.

@sdiprose you can click “following” here at the top right of the original idea post:

and uncheck this box at the bottom of any subsequent replies to this thread to ensure you don’t sign back up again :wink:

@Jnix284 I did not see an option to uncheck “Email me when someone replies” Until I posted a reply to the conversation.

Maybe you can unsubscribe by posting a reply and then unchecking this option but this is how I was able to Unfollow this conversation:

Click the “Following” link at the top right and wait several seconds.

The page will refresh and it will now show “Follow”, which you can click again if you wish to refollow.

Before:

After:

Can we get an update on this? I don’t understand why this wouldn’t be a priority since it’s been asked about for so long. It would be very helpful for our business.

It will be very useful to allow us to customize task types to fit individual business needs!

Echoing this idea- our team would love this!

+1!

This is such a basic feature, can’t believe that this is not implemented yet. Its been requested since 2017.

We need this please - have a lot of requests from clients for it. This will help with more robust activity reporting

The ability to add and control the Task Types available on your Tasks is widely available across the many systems I administer or have administered in the past. It is shocking that as advanced as HubSpot is, this is something that is still not available. We would like to import our Salesforce Tasks into HubSpot, but the idea that we need to pair down all of our Task Types to only Email, Call or ToDo is extremely limiting and would provide a lesser quality of detail/reporting. I hope this is something HubSpot can implement soon because as of right now, this is really behind the curve for CRMs/enablement tools.

Just make it flexible: give us the power to create our own task types. Every business is different. We want specific tasks to be completed as part of specific ticket types we create.

Also, give us the ability to customize the task statuses e.g. we want ‘new’, ‘in progress’ and ‘completed’ (with potential to expand) not just new/completed.

This would be super helpful. Tasks types can be different than a “to-do”, “email”, “call”…