Enable Bulk Editing of Tasks Based on Criteria

HubSpot Ideas
1

It would be very beneficial if we had the ability to edit tasks in bulk based on a series of criteria. This could be in a workflow or through the task section if additional criteria filters were available.

Here’s two of our scenarios where this would be extremely useful:

1) A sales rep or account manager leaves the company and we need to reassign their contacts, companies, deals, etc. Unless they all go to one person, you cannot reassign their tasks without a lot of manual effort.

2) Our SDR flow puts the SDR deal in a certain stage once a sales rep takes action on a contact. This signals the SDR to stop working on that contact. However, there is no way to delete or edit those tasks that may still be active on those contacts.

Suggestions:

- Ability to filter on associated record owner

- Ability to filter on associated deal (we could rename deals once they enter the specific stage and filter down to those with the specified naming convention)

2

This seems like such basic functionality. I’m struggling through the same situation. We’ve used bulk imports and workflows to reassign companies, deals and contacts to sevearal sales reps. But we are left with hundreds of tasks that must be manually reassigned because there is no way to reassign by new contact owner. It is frustrating because you can create a report to show exactly who the new owner should be by pulling in the contact owner. But tasks only allows you to create new and not update existing. This could be done so quickly by changing the column header for the contact owner to Assignee with the task record ID in another column to preform the update.