Tasks keep deleting?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

I keep creating tasks with scheduled due dates but they just erase themselves minutes later. Unless they are tasks within the next 2 hours, they do not stay in the collection of All Tasks. Why is this? How can I fix this? I just lost all my sheduled tasks for the next 6 months.

Edit: I am an admin on the account if that helps.

2

Hi @BNewcomb2,

This is odd. The first thing I’d check is that they aren’t being assigned to someone else and just not showing in a filtered view. If that’s not the case and they are truly being deleted, it might be best to reach out to HubSpot support. I’m not aware of a way using workflows to automatically delete tasks, but maybe there was some sort of funky workaround setup in your system that’s making it happen.

Sorry this isn’t a more definitive solution, but this just isn’t a behavior that I’d expect and haven’t come across in the past.

Josh

3

Hi @Josh,

I would echo @Josh’s suggestion to first clear all filters on the task index page…

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… and then look into permissions. In all my time working with HubSpot I’ve never seen behavior like this and it’s most likely due to permissions. Here’s how you can check this:

  1. Reach out to a super admin (likely the person who invited you to your portal)
  2. Ask them whether they can see the tasks
  3. If yes, ask them to review your CRM and task access permissions: Manage user permissions

If that’s not, it could either be due to an integration (Settings > Integrations > Connected Apps) that syncs the task status from other apps. If so, the integration settings would have to be reviewed. If you don’t have access to this, again ask the super admin.

Lastly, it could be a bug in which case you’d have to reach out to HubSpot support.

Best regards!