Batch update task priorities and tags through spreadsheet upload

HubSpot’s native CSV import for task priorities and tags requires precise formatting with exact system values for priorities and specific delimiter formatting for tags. The process lacks validation and often results in import errors or incorrectly applied tags.

Here’s how to batch update priorities and tags with automatic formatting validation and systematic logic.

Batch update priorities and tags using Coefficient

Coefficient simplifies batch priority and tag updates by maintaining proper formatting for both single and multiple tags while eliminating common CSV import delimiter issues. You can apply complex logic for priority assignment using spreadsheet formulas and validate all changes before pushing to HubSpot with automatic formatting HubSpot validation.

How to make it work

Step 1. Import tasks with current priority and tag settings.

Pull existing tasks from HubSpot to understand proper formatting for priorities and tags. Coefficient preserves the exact formatting requirements, ensuring consistency when you make updates.

Step 2. Apply systematic priority and tag logic.

Update priority and tag fields using spreadsheet formulas with data validation. Try =IF(DAYS_UNTIL_DUE<=3,"High","Medium") to set high priority for tasks due within 3 days, or use concatenation formulas to add tags based on task characteristics like =CURRENT_TAGS&";Urgent" for time-sensitive tasks.

Step 3. Export with validated formatting.

Push updates using Coefficient’s UPDATE action with automatic formatting validation. Combine priority and tag updates with other field modifications in a single export operation for efficient comprehensive task management updates.

Systematize your task organization

Stop struggling with priority values and tag delimiter formatting. Coefficient handles the formatting automatically while you focus on the logic. Start systematic task priority and tag management today.