Status: Not Currently Planned
Any good CRM should have this:
The new follow-up task that triggers upon completing an old task is great, especially for rescheduling the same task again, however, to ensure each deal gets the proper attention and nothing falls through the cracks within the team a task checklist template is an essential feature for any good CRM.
This would be super helpful to have- would love to have a pre-populated template when you open “create a task”
I agree, too! So many things are automated and even applying the snippet selection for it would be great!
That would be very useful to me also !
def need this, manually creting the same tasks over and over and over is a waste of time that could be solved pretty easily
5 years running and this isn’t implemented with 3 pages of people telling Hubspot this is needed??? I don’t think I can make the transition to Hubspot that I planned on if A) this isn’t available, and B) after 5 years of customers asking for a simple feature Hubspot can’t implement. Pathetic.
I am just starting to use the simple workflows in marketing emails to create a task notification for a contact owner when a contact clicks a particular link in the email. We have to create these tasks from scratch every time and it is a real pain. Please think about creating task templates that we can save so that we can have a pick list for saved tasks!
This is serously needed!
I agreed!
6 + year user request for this… pls send help soon
Agreed, same for us, very manual to create the same tasks over and over again! Not saying, but Pipedrive has this feature of creating templates for any kind of (recurring!) activities / tasks!
Hubspot Team, please help!! Thank you!
Adding my voice to this (at time of writing) 6 year old feature request - I can imagine this would be exceedingly useful, and would really love if Hubspot implemented this.
Thank you Hubspot team!
Love this idea. It’s much needed
Our team also creates the same requests over and over again - please revisit this!!
I would find this incredibly useful for onboarding new clients and being able to have a template to assign the CSM with a number of things that need to get done after the sale closes. Would need the ability to have a template to choose from and assign on that company account.
Would love this as part of the email template. Send the template, get the templatized task.
Any updates? This would be a huge save in efficiency.
I found a way around it at last which doesn’t seem to be common knowledge or easy to find anywhere!
All through the contacts tab, import button at the top of the screen…
- start an import
- import an excel file which you set up
- we then do one file
- then multiple objects
That next screen will show you all the options you can import. We can now upload the same tasks, from the same xls file to a contact, has saved us so much time.
Hopefully this might help some people 
Can you screen shot the excel file? I’m not sure I’m following you exactly,
but it seems promising.
I see this was “not currently planned” but that was 4 years ago & it has 143 votes. Maybe now it could be on the roadmap?