Tasks

How do I edit tasks in the CRM?

Last updated: January 19, 2018

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Sales: Free, Starter, Professional
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You can make changes to a task in the HubSpot CRM from an individual contact, company, or deal record, or from the tasks dashboard. 

From a contact, company, or deal record

  • Navigate in HubSpot Sales to ContactsCompanies, or Deals
  • Click the name of the contact, company, or deal with which the task is associated.
  • Find the task on the record's activity timeline (if tasks do not appear, click on the Filter Timeline dropdown and check the box next to tasks) > click the Edit button. 

  • Make the necessary changes to the task. You can edit the title, assignee, description, type, due date, and the associated records. Click Save Task.

From the tasks dashboard:

  • Navigate in HubSpot Sales to Tasks.
  • Click the name of the task in the table or board view.
  • In the slide-in modal on the right, make the necessary changes to the task. You can edit the title, assignee, description, due date, type, and the associated records. 

Please note: the status can only be edited by moving the task in the board view.

You can also bulk edit tasks in the table view of the tasks dashboard. Read more here

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