Edit or delete tasks

Once you’ve created tasks, you can edit or delete your tasks from different places in your HubSpot account. Users with Super Admin permissions can manage which users have permission to view and edit tasks.

Learn more about how to:

• Create tasks
• Filter tasks and save views
• Complete tasks

If you're on a mobile device, learn how to use tasks in the HubSpot mobile app.

Edit or delete tasks on the tasks index page

1. In your HubSpot account, navigate to CRM > Tasks.
2. Navigate to a task view or filter the tasks you want to view.
3. To edit an individual task, hover over the task and click Edit. In the right panel, make changes to the task details and click Save.
4. To edit the same property for multiple tasks, select the checkboxes next to the tasks, then click Edit at the top of the table.
   • In the dialog box, click the Property to update dropdown menu and select the property you want to edit.
   • Enter or select the updated value and click Save. The same property value will be set for all selected tasks.
5. To delete tasks, select the checkboxes next to the tasks, then click Delete at the top of the table. In the dialog box, click Delete to confirm.

Edit or delete tasks on a record

You can edit or delete a task associated with a record when viewing the record.

1. Navigate to your records.
2. Click the name of the record.
3. To view any tasks associated with the record, click Tasks in the middle panel.
4. Locate the task you want to work with. If the task details are collapsed, click the rightright arrow in the top left of the task to expand it.
5. To edit the task properties, on the task, click each field or dropdown menu to edit the task details.
6. To delete the task, click Actions, then select Delete. In the dialog box, click Delete to confirm.
7. To comment on the task, at the bottom, click Add comment.
8. To pin the task to the top of the record, click Actions, then select Pin.
9. To view the property history associated with the task, click Actions, then select History.

Edit or delete tasks in your Gmail inbox

You can edit or delete tasks in Gmail if you've connected the HubSpot Sales Chrome extension.

1. Log in to Gmail.
2. On the right side of your Gmail inbox, click the sprocket sprocket icon.
3. Click the Tasks tab.
4. To edit a task, click the task and update its details. Once done, click Save.
5. To view a task in your HubSpot account, hover over the task, click Actions, then select View in HubSpot.
6. To delete a task, hover over the task, click Actions, then select Delete.