Tasks App Refresh
Thursday, May 28, 2026
What it is
The Tasks app now works the way other CRM objects do, with multiple views, richer filtering, and more flexible ways to organize work, all inside a dedicated Tasks app. This is in public beta across all hubs and tiers.
Why it matters
Tasks have always behaved differently from the rest of the CRM, and that inconsistency is exactly the kind of thing that trips up both humans and AI assistants trying to work across your portal. Bringing tasks in line with the rest of the object model makes them viable for real project tracking without buying a separate tool. If you have been managing client projects or onboarding plans in spreadsheets because HubSpot tasks felt too thin, this is the release to revisit that decision.
The Take
As a non-project management person that knows project management is required and needs to happen, but I don't want to invest in other tools or set up or whatever, I am so happy to see this in HubSpot.
Chris drove this one on air, and his read starts as an operator's, not a product manager's. He is a non-project-management person who knows project management is required and has to happen, and he did not want to invest in another tool or another setup to get it. So he is glad to see it in HubSpot, where his agents can access the Tasks app and set it up for him. His summary of what changed: you get to use tasks in HubSpot the way a lot of people have wanted to outside of sales, without it being a separate thing.
The deeper point is consistency. HubSpot has been fixing the places where one object behaves differently from the rest of the portal, and Chris thinks they are almost done solving for that across the CRM objects. For him the cost of a mismatch is concrete: when an object behaves differently, he is not going to get mad at Breeze Assistant for getting confused, but he also cannot count on it to understand those differences effectively. That is why a Tasks app that behaves like the other CRM objects matters to him.
Trisha brought the caution from a live client build. Her client has a project plan on Tasks with 122 tasks in one arm of the business and around 45 in the other, the same plan for every company that goes through the process. What they keep finding is that it is hard to associate a task with a project after the task has already been created, and she did not see the word association in HubSpot's description. Chris had run into the same thing. His answer was that associations are available across the board and that the hard part is knowing which object to use when. He separates services and higher-level projects from the specific deliverables underneath them, and from the everyday tasks you only need to track. How much information you put in each place matters to the human reading it, and to the AI you ask to turn a transcript into task management.
What to do: if your team already works from tasks, this touches your portal now, in public beta on every hub and tier. If client projects or onboarding plans are living in a spreadsheet because tasks felt too thin, run one real plan through it. Before you do, settle which object holds the service, the project and the everyday task, and test how you attach an existing task to a project, since that is the step Trisha's client keeps tripping on.
Watch Us Discuss This
The full segment from the show, us working through this update start to finish.
FAQ
Can I attach an existing task to a project after the task is already created?
That is the open question the show left standing. Trisha's client finds it hard to associate a task with a project after the task has been created, and she did not see the word association in HubSpot's description. Chris had run into the same thing, said associations are available across the board, and said the harder call is which object to use when. Test it on one plan before you commit a whole build to it.
Produced by Value-First Media