Customize the Task types

Belbel

It will be great to add as many tasks types as possible, not only Call, Email or To-Do

32 Replies
Peccoud
Member

This is a feature that's been requested regularly since 2017. 

https://community.hubspot.com/t5/CRM/Task-types/m-p/22620/thread-id/2073

https://community.hubspot.com/t5/HubSpot-Ideas/Customizing-quot-log-activity-quot-in-HubSpot-CRM/idi...

This thread seems to be most the latest request of this feature. 

This feature would make it possible to add different types of activities: DM, direct mail, handwritten thank you card, or simply wait when the ball is in the other people camp. 

ChelseaP
Participant

any update on if this is something on the horizon?  If not, how would you recommend logging something like an instagram DM or a Facebook message so you can easily pull a report? 

jeffreyt
Member

This request seems so straight forward.  We cant seem to get the kpi's we need out of the crm for tasks without this.  

Status updated to: Idea Submitted
sjudson
HubSpot Product Team

@Belbel what are some examples of other task types that you'd like to create?

GPapikyan
Member

@sjudson 

It would be very useful to be able add task types like "Remind by SMS", "Reschedule", "Follow up something"...

JGeall
Member

Differentiating between service desk response todo's and general todo's would be super helpful for support workloads and kpis

Bfroyen21
Participant

I want to finetune this request with a suggestion that enables the admin user to edit/add/remove task subcategories (in the properties).  Tasks seem to appear at different locations in Hubspot, where other options are needed per location.  For example, it became possible to add tasks in the Calendar too, where the options are limited to the blow/email/landing page. I can imagine other forms of content might relate to a task, e.g., events, social media, etc.  

Bfroyen21_0-1614336323556.png

 

PEtchells
Member

it would be great to have other task types, like 'price' or 'quote' and then you can filter / search those to see progress. A dropdown with your own selection of options.

ACallcott
Participant

Ideally this feature would allow us to actually select the types of activities that we want to track. For example, at the moment our Partner Success Managers can do a number of different activities to help our customers succeed and optimise their accounts. In our current CRM, each of those is tracked as a separate activity and once complete, it's marked against the customer profile. I know we can do this with properties in HubSpot, but ideally when a PSM sets themselves a task on an account, they should be able to set exactly the type of task they need to do next.  

MDreimann
Member

Absolutly cititcal to be able to add more types here I think!

MOVEEFFECT
Member

On Hold Tasks 

JSuszynski
Member

Just being able to decide what goes into that dropdown would be so helpful. It seems like everyone above just wants to be able to track each type of task, regardless of what those types are.

For myself, I would like to specify which phase this contact is in by choosing the appropriate task type.

 

-general

-initial

-follow-up

-special

-_____

-_____

-_____

denaliherm
Member

These are a few to add:

 

FB/IG Message

Alyce/Sendoso Gift sent

Networking

SMS

 

Even in the short term adding "other" would be better than working outside of CRM to track these activities.  Is this not on a roadmpa right now?  Seems foundational for a Sales CRM.

 

 

 

jpw017
Member

Doesn't make any sense why this isn't available.  Should be a simple update....would unlock a ton of value for us.

MJameson
Member

It would be nice like preferences to add a variety of task types. These are very limited. 

spencekeith
Participant

Woah. Can't believe this isn't a feature.

 

I'd like to use this field to keep track of the tasks in our sales process

 

For example, I would add the following task types:

  • Product Demo
  • Produce Assessment Report
  • Send Proposal
  • etc.

... and keep track of/report out on how many of these activities are taking place.

 

 

matheusjiran
Contributor | Diamond Partner

Upvoting...

 

I'd like to have options regarding LinkedIn, like: Connection requested, Message sent..

I noticed that we have these options available for users that have the LinkedIn Sales Navigator license integrated with HubSpot, but only for those.

 

Other options would be: Send proposal, Send contract

CLamb
Member

This would be extremely useful.  We run a consulting services business and are using Tasks to track things we need to do to complete a proposal (define scope, estimate, prepare SOW etc.) and to remind us to call on past customers/leads.   There are a lot of old leads to follow up, so that list can crowd out the proposal work.  We can use priority to help with this but a custom task type would be huge.

kwanderson17
Member

Having both additional task types and priorities would make managing the tasks much easier. It would allow much more ability to filter the tasks and handle the most important first.

ATadlaoui
Member

other tasks categories:

social post

video / webinar