CRM

Andye
参加者

Task types

解決

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件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Task types

解決

Hi @Andye

 

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

 

Good luck. 

Phil Vallender | HubSpot Website Agency

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16件の返信
zaycity
参加者

Task types

解決

Has there been an update yet?

All of the queries for customizing task types are old. 
We would like to add more task types outside of "Call" "Email" and "To-do"

Somehow we have additional ones from a LinkedIn Sales Navigator integration, "Sales Navigator - Connection Request" and "Sales Navigator - Inmail"
Are there other integrations that create task types?

MicrosoftTeams-image (18).png

akap
参加者

Task types

解決

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
コミュニティーマネージャー
コミュニティーマネージャー

Task types

解決

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
参加者

Task types

解決

+3 years?  on a basic task value really?

TiphaineCuisset
コミュニティーマネージャー
コミュニティーマネージャー

Task types

解決

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
参加者

Task types

解決

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

PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Task types

解決

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
キーアドバイザー

Task types

解決

@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 いいね!
mrmullen80
参加者

Task types

解決

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

0 いいね!
rodrigo_santos
参加者

Task types

解決
0 いいね!
tomsedgwick
投稿者

Task types

解決

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
参加者

Task types

解決

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
参加者

Task types

解決

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

Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Task types

解決

Hi @Andye

 

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

 

Good luck. 

Phil Vallender | HubSpot Website Agency
Andye
参加者

Task types

解決

Hi Phil,

 

Thanks very much for your speedy reply.

Thanks

Andy

0 いいね!
tommaff
参加者

Task types

解決

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