Customize the Task types

Belbel

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

HubSpot updates
Status updated to: Idea Submitted
a week ago

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

7 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.  

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