HubSpot Engagements: Task Object

Creating and Defining CRM Tasks

The Tasks API is used to create and manage the to-do list items that drive sales and service follow-up within the CRM. A Task is a record that tracks a specific action a user must take. To create a Task Object, you must include essential details, or properties, such as the due date, a clear title, and the user ID responsible for completing it. Tasks are categorized by type (like EMAIL, CALL, or TODO) and assigned a priority (LOW, MEDIUM, or HIGH). This structure allows platforms like noca.ai to automatically schedule and prioritize follow-up activities with precision.

Full Lifecycle Management and Control

The Tasks API provides complete control to create, retrieve, update, and delete tasks, whether you’re managing one task or many at once (batch operations). Developers use simple requests to fetch existing tasks or update them, which is necessary for managing the task’s lifecycle, such as changing its status from “Not Started” to “Completed.” With its precision, noca.ai uses this API to both create smart, context-driven follow-up tasks, such as a Task Object like “Call high-value prospect,” and monitor their status, ensuring nothing falls through the cracks and allowing for automated escalation if a task becomes overdue. The precise management of a Task Object includes setting a separate reminder timestamp for pre-task notifications.

Associating Tasks with Customer Records

For a task to be useful, it must be linked to the customer it concerns using Associations. When creating a Task Object, you include the unique IDs of the relevant Contact, Deal, or Company to connect them instantly. You can also associate existing tasks later or pin a critical task to the top of a record’s timeline to ensure it’s the first thing a user sees. The API also supports deleting tasks (which sends them to the recycling bin for restoration). This robust association framework ensures that every action item is placed directly within the full customer context, enabling accurate workload management and clear execution of sales strategy.