Add newly created tasks to an ongoing started tasks list

Smart CRM & Sales Hub CRM
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1

Hi,

We have automations that would create new tasks when certain criteria is met.

Normally, our team would click on the Start tasks button and work through them. What I want to know is, how to add new tasks that gets created into this already started tasks list? they’re in the same tasks tab.

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2

Hi @AAdmin7,

Just to confirm, you’re referring to the fact that new tasks are not included in the current “Start tasks” lists. They still show up fine on the task index page but you don’t want to have to leave the current “Start tasks” mode and have to restart it?

If that’s the case, I don’t think that’s currently possible. HubSpot pulls in all eligible tasks at the time of clicking “Start tasks” and keeps this selection – not considering tasks that would have matched the search before you clicked to start.

You would have to leave this mode again, and simply restart.

If you feel strongly about this being a feature, you could request it from the HubSpot product team by submitting a post in the HubSpot Ideas section in the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

These requests are evaluated based on their popularity.

Have a great day!