Edit or delete tasks

Once you've created tasks, you can edit or delete your tasks from different places in your HubSpot account.

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, click More, then navigate to CRM > Tasks. If More doesn't appear in your account, navigate to CRM > Tasks directly.
2. Navigate to a task view or filter the tasks you want to view.
3. To edit an individual task:
   1. Hover over the task and click the sidebarExpand preview task icon.
   2. In the right panel, make changes to the task details, then click Save.
4. To edit the same property for multiple tasks:
   •  Select the checkboxes next to the tasks.
   •  At the top of the table, click Edit. If Edit doesn't appear, click More, then select Edit.
   • 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.
   • At the top of the table, click Delete. If Delete doesn't appear, click More, then select Delete.
   • In the dialog box, click Delete to confirm.

Edit or delete tasks on a record

While viewing a different record (e.g., contact), you can edit or delete an associated task.

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
2. Click the name of the record.
3. Click the Activities tab.
4. Above the timeline, click the Tasks tab.
5. Locate the task you want to work with. If the task details are collapsed, click the name of the task to expand it.
6. To edit the task properties:
   • On the task, click each field or dropdown menu to edit the task details.
   • Your changes are automatically saved.
7. To delete the task:
   • Click Actions, then select Delete.
   • In the dialog box, click Delete to confirm.
8. To take other actions:
   • Comment: mention other users or teams. At the bottom of the task, click Add comment.
   • Pin: pin the task to the top of the activity timeline. Click Actions, then select Pin.
   • View property history: view the property history of 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.