Status: Not Currently Planned
We currently manage project tasks in Asana, correlated to stages in our HubSpot deals. Ideally, we’d streamline this by automating task creation within HubSpot itself. This would eliminate the need for Asana, centralizing project management and saving our team time.
Imagine task templates used in workflow automation for each deal pipeline stage, automatically generated based on specific deal information properties – that’s the power and efficiency we’re looking for in HubSpot!
@sjudson @hubspot product team
Is this feature enabled yet? I swear I saw this at some point, the ability to create and apply a template of tasks to a deal is such an obvious need and feature. What’s the status?
100% agreed that this is a needed feature. Our current workaround is a deal-based workflow which triggers when a deal hits a certain stage. That workflow assigns the same tasks we always need accomplished when a stage is changed, & assigns tasks to the appropriate staff members. Some are on a delay, ex: if we know paperwork takes 3-5 days for the client to complete before a call is warranted. Some are immediate & 5 tasks show up all at once to the people who need to move those things forward. Better than recreating literally 20 tasks every time that stage is changed. Hope that helps in the meantime.
How is this still not a thing? In the meantime our not so useful workaround is using snippets
Would LOVE this feature!!
Olá! Essa funcionalidade tem alguma previsão em calendário para ser criada? Temos insumos suficientes em vários comentários que demonstram a importância da tarefa. Desde já agradeço!
Hi HubSpot team! Is there any update on this feature idea?
It would be sooo beneficial for onboarding new deals. For example, when a deal is Closed (Won), I would love to be able to trigger a workflow that assigns a Company Owner / Owner of next steps and then assign them a series of standard tasks, required in the onboarding of any new client (or the upsell of any existing client).
Thanks!
Push!
8 years later, still not an available feature 
Completely agree that this would be fantastic and a huge time saver!
It would be incredibly useful to have a built in task template feature in HubSpot. Being able to pick a template that auto-sets title, due date, assignee, queue, and any other relevant fields would save time, reduce manual errors, and enforce consistency across the team.
For example, when we onboard a new client, there are usually 5-10 repeatable tasks that may apply, but as each client is different they only require 3 or 4 of those (therefore workflows will not solve the issue, a team member must decide which tasks are relevant).
Instead of manually recreating each relevant task every time, we could simply select the appropriate template and have everything pre-filled and ready to go. With consistent naming, queues, assignees, and deadlines, our reports and dashboards would become far more accurate, and it would dramatically streamline our workflow.
It would also make onboarding new team members easier, as they wouldn’t need to memorise naming conventions or the correct configuration for each task before getting to work - the template would handle that automatically.
Task templates would reduce friction, increase productivity, and ensure nothing falls through the cracks. It’s a small feature that could add big value for teams with dynamic but repeatable workflows.