CRM

ASobusiak
Participant

Delete ONE Task from Contact Record View

SOLVE

Hello

Is it possible to delete only one specific task from a Contact's profile? Or is the only option to go to Tasks and delete the invalid task there?

 

The only possible actions from the Contact level are: "Pin", "History" and "Copy link".

 

Removing the association from the Contact does not solve the problem, it leads to the creation of a "trash bin" of invalid tasks.

 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Delete ONE Task from Contact Record View

SOLVE

Hi @ASobusiak,

 

For me this is possible:

 

karstenkoehler_0-1721828548341.png

 

If you're not seeing this option, you probably do not have task editing permissions (e.g. if you're not the task creator).

 

karstenkoehler_1-1721828595960.png

 

In that case, you're admin would have to adjust your permissions. https://knowledge.hubspot.com/user-management/manage-user-permissions

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
Gaurav_Aggarwal
Key Advisor | Partner
Key Advisor | Partner

Delete ONE Task from Contact Record View

SOLVE

Hey @ASobusiak 

 

Kindly follow the steps mentioned in this article: https://knowledge.hubspot.com/tasks/work-with-tasks#:~:text=To%20delete%20the%20task%2C%20click,the%...

  1. Navigate to CRM > Contacts in your HubSpot account.
  2. Click the name of the contact whose task you want to delete.
  3. In the contact profile, click Tasks in the middle panel.
  4. Locate the task you want to delete.
  5. Click the Actions dropdown menu at the top of the task.
  6. Select Delete.
  7. In the dialog box, click Delete to confirm.
Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Delete ONE Task from Contact Record View

SOLVE

Hi @ASobusiak,

 

For me this is possible:

 

karstenkoehler_0-1721828548341.png

 

If you're not seeing this option, you probably do not have task editing permissions (e.g. if you're not the task creator).

 

karstenkoehler_1-1721828595960.png

 

In that case, you're admin would have to adjust your permissions. https://knowledge.hubspot.com/user-management/manage-user-permissions

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

ASobusiak
Participant

Delete ONE Task from Contact Record View

SOLVE

It was a matter of my permissions. Thank you for your help! 😊