CRM

Andye
Participant

Task types

SOLVE

In the hubspot crm is it possible to create more Task Types?

Currently there are only three choices for Call - Email - To Do.

Thanks

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Task types

SOLVE

Hi @Andye

 

Unfortunately, it is not currently possible to create custom task types in the CRM. 

 

Good luck. 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

15 Replies 15
akap
Participant

Task types

SOLVE

Hubspot team, can you at least acknowledge this request. It is one of the most basic (yet critical) for easy entry of common task types and makes it easier for KPI/Progress tracking/ Activity Review with Sales team.
Pipedrive listens and acts on information, they have responded to several of my requests within 180 days (longest time frame). I feel like I am part of the developer team and that is awesome to affect positive change. Hope you folks can at least act on this one.

TiphaineCuisset
Community Manager
Community Manager

Task types

SOLVE

Hi @akap 

 

Thank you for reaching out and sorry for the frustration caused here. I'd really recommend upvoting and commenting the following idea in our Ideas Forum. There has recently been an update from our Product Team asking for more information via a survey form. 

 

Thank you!

Best

Tiphaine


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Maximef
Participant

Task types

SOLVE

+3 years?  on a basic task value really?

TiphaineCuisset
Community Manager
Community Manager

Task types

SOLVE

Hi @Maximef 

 

Thank you for reaching out

 

I'd really recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.  The Product Team regularly monitors the Ideas Forum. You may read more about how that review process works here.

 

Thank you

Best

Tiphaine


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DianeH
Participant

Task types

SOLVE

I'd like to see more in the calendar than Blog, email, landing page. Can we add "social media post"

PamCotton
Community Manager
Community Manager

Task types

SOLVE

Hello @DianeH , 

 

I was able to find this post in the HubSpot Community Ideas forum. Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here.

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gelflex-cc
Recognized Expert

Task types

SOLVE

@Andye why limit yourself to task type? Use queues to create lists of items you want to accomplish.

 

@Phil_Vallender do you have recommendations for task queque?

0 Upvotes
mrmullen80
Participant

Task types

SOLVE

Is there a solution for this yet that anyone has found?

0 Upvotes
rodrigo_santos
Participant

Task types

SOLVE
0 Upvotes
tomsedgwick
Contributor

Task types

SOLVE

We would also like customisable task types. It's one of the only ways to filter tasks so having more options would be great.

RC
Participant

Task types

SOLVE

There's a suggestion thread under HubSpot Ideas to implement custom Task and Log Activity types. Please go there and upvote the original post. Maybe enough responses will get HubSpot's product team to put this change into their task queue.

https://community.hubspot.com/t5/HubSpot-Ideas/Customizing-quot-log-activity-quot-and-Task-type-in-H...

ebarajas
Participant

Task types

SOLVE

This is something we are looking for as well. Please work on implemeting this.

Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Task types

SOLVE

Hi @Andye

 

Unfortunately, it is not currently possible to create custom task types in the CRM. 

 

Good luck. 

Phil Vallender | Inbound marketing for B2B technology companies
Andye
Participant

Task types

SOLVE

Hi Phil,

 

Thanks very much for your speedy reply.

Thanks

Andy

0 Upvotes
tommaff
Participant

Task types

SOLVE

I agree, for instance if you have multiple locations or projects to sort tasks for each would be more helpful.