# Task Templates for Easy Task Creation

**URL:** <https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861>\
**Category:** HubSpot Ideas\
**Tags:** tasks\
**Created:** [May 2, 2017, 8:05pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861 "2017-05-02T20:05:09Z")\
**Posts on this page:** 20\
**Page:** 2

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**Author:** ![bdkelly](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bdkelly/32/48165_2.png) [@bdkelly](https://community.hubspot.com/u/bdkelly)\
**Post date:** [January 23, 2020, 10:08am UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/21 "2020-01-23T10:08:50Z")

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Any feedback from HubSpot as this has been running for 2 years and seems like a VERY useful feature?

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**Author:** ![suprsoph](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/suprsoph/32/75413_2.png) [@suprsoph](https://community.hubspot.com/u/suprsoph)\
**Post date:** [February 28, 2020, 7:11pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/22 "2020-02-28T19:11:35Z")

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It would be great if we could save our own custom tasks just like snippets and templates for emails. Create one that we can use over and over, store in folders, clone, update, etc.

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**Author:** ![Brittany-RG](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/brittany-rg/32/29572_2.png) [@Brittany-RG](https://community.hubspot.com/u/Brittany-RG)\
**Post date:** [March 5, 2020, 2:25pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/23 "2020-03-05T14:25:41Z")

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Adding that this seems key and would be extremely useful. Following thread.

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**Author:** ![hannahflat](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannahflat/32/68963_2.png) [@hannahflat](https://community.hubspot.com/u/hannahflat)\
**Post date:** [March 25, 2020, 1:25pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/24 "2020-03-25T13:25:04Z")

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Yep another up vote - this would be incredibly useful!

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**Author:** ![bradhalcrow](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bradhalcrow/32/44503_2.png) [@bradhalcrow](https://community.hubspot.com/u/bradhalcrow)\
**Post date:** [April 15, 2020, 5:38am UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/25 "2020-04-15T05:38:33Z")

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Yes please!

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**Author:** ![Staceylm](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/staceylm/32/78108_2.png) [@Staceylm](https://community.hubspot.com/u/Staceylm)\
**Post date:** [April 20, 2020, 7:31pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/26 "2020-04-20T19:31:08Z")

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I’d also love this to be incorporated into Workflows, so I could take the same “canned task” and use it over and over and over again across various workflows.

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**Author:** ![sjudson](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/sjudson/32/24719_2.png) [@sjudson](https://community.hubspot.com/u/sjudson)\
**Post date:** [April 28, 2020, 3:23pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/27 "2020-04-28T15:23:20Z")

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Hi HubSpot Community,

This is a really great suggestion, but it’s not currently planned in the next couple of quarters.

For that reason, I am switching the status of this idea to _Not Currently Planned_.

We’ll re-evaluate this idea in the coming quarters and update the status accordingly if anything changes.

Thank you,

Scott

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**Author:** ![BRXPerformance](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/brxperformance/32/102437_2.png) [@BRXPerformance](https://community.hubspot.com/u/BRXPerformance)\
**Post date:** [June 25, 2020, 7:09pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/28 "2020-06-25T19:09:58Z")

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Would also vote for this idea

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**Author:** ![bradhalcrow](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bradhalcrow/32/44503_2.png) [@bradhalcrow](https://community.hubspot.com/u/bradhalcrow)\
**Post date:** [August 20, 2020, 11:51pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/29 "2020-08-20T23:51:17Z")

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It’s now August 2020 - any updates on this one?

Would be VERY useful for us.

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**Author:** ![hjohnston](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hjohnston/32/102437_2.png) [@hjohnston](https://community.hubspot.com/u/hjohnston)\
**Post date:** [August 27, 2020, 4:24pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/30 "2020-08-27T16:24:20Z")

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I agree - task templates seem like they’d be useful for everyone! Marketing projects have templates, but those tasks don’t show up in the CRM tasks or daily digest emails.

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**Author:** ![jackjunior14](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jackjunior14/32/34870_2.png) [@jackjunior14](https://community.hubspot.com/u/jackjunior14)\
**Post date:** [August 27, 2020, 4:38pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/31 "2020-08-27T16:38:17Z")

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Agreed…this would be very useful. Marketing projects have templates, they do not show in the CRM tasks or daily digest emails.

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**Author:** ![eculhane](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/eculhane/32/22307_2.png) [@eculhane](https://community.hubspot.com/u/eculhane)\
**Post date:** [August 27, 2020, 4:49pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/32 "2020-08-27T16:49:12Z")

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Including this in the CRM tasks would be extremely useful! Would love to see this happen.

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**Author:** ![JOhayon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/johayon/32/81360_2.png) [@JOhayon](https://community.hubspot.com/u/JOhayon)\
**Post date:** [January 11, 2021, 7:50pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/33 "2021-01-11T19:50:32Z")

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I would also love templates for tasks. Our tasks are specific to the products we sell and clients are looking for additional information about them. It would be great to set the due date and reminder date and time as part of the template as well.

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**Author:** ![susanna1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/susanna1/32/29572_2.png) [@susanna1](https://community.hubspot.com/u/susanna1)\
**Post date:** [March 3, 2021, 9:35pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/34 "2021-03-03T21:35:00Z")

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Agreed! A success team will need different property information than the support or sales team, so if we can create templates under a task queue, that would be really helpful

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**Author:** ![MWallace7](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mwallace7/32/98942_2.png) [@MWallace7](https://community.hubspot.com/u/MWallace7)\
**Post date:** [March 11, 2021, 7:15pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/35 "2021-03-11T19:15:17Z")

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This would be a good addition

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**Author:** ![AAdade](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aadade/32/81360_2.png) [@AAdade](https://community.hubspot.com/u/AAdade)\
**Post date:** [April 13, 2021, 2:19pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/36 "2021-04-13T14:19:14Z")

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This would be a massive benefit for those of us that are using HubSpot Service for customers. There are many tasks that are repetitive, so the ability to save and reuse a task would increase the efficiency of the team and make sticking to our process less cumbersome all around.

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<div class="post-metadata">

**Author:** ![DLoch](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dloch/32/102437_2.png) [@DLoch](https://community.hubspot.com/u/DLoch)\
**Post date:** [April 23, 2021, 7:45pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/37 "2021-04-23T19:45:21Z")

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Just started using Hubspot and my past CRM had task templates built in which saves a lot of time. The examples at the top fit what is needed.

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<div class="post-metadata">

**Author:** ![NRodic](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nrodic/32/59606_2.png) [@NRodic](https://community.hubspot.com/u/NRodic)\
**Post date:** [June 17, 2021, 11:53am UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/38 "2021-06-17T11:53:12Z")

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i agree on this one too…for us, it would be a ‘request shipping quote’, a task that would notify sales backend to calculate shipping for an deal and enter it as a line item into the deal…

thanks

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<div class="post-metadata">

**Author:** ![Bulder](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bulder/32/13631_2.png) [@Bulder](https://community.hubspot.com/u/Bulder)\
**Post date:** [July 27, 2021, 2:49pm UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/39 "2021-07-27T14:49:38Z")

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This would be a great idea for multiple of our clients.

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<div class="post-metadata">

**Author:** ![MarcusT](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/marcust/32/14727_2.png) [@MarcusT](https://community.hubspot.com/u/MarcusT)\
**Post date:** [August 21, 2021, 3:11am UTC](https://community.hubspot.com/t/task-templates-for-easy-task-creation/1861/40 "2021-08-21T03:11:05Z")

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In the same way there are email templates, tasks would benefit. e.g

3, 6, 12 month courtesy/marketing/update call

Birthday card issue or other significant anniversary issue.

Proposal follow up

Progress checkers across a host of KPI’s

Thanks

Marcus

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