Tasks

How can I edit tasks in the CRM?

Last updated: June 12, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

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 on 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 on the name of the task in the table or board view.
  • An editor will appear on the right-hand side.
  • Make the necessary changes to the task. You can edit the title, assignee, description, due date, type, and the associated records. 

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

  • Changes will be saved automatically. 

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

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