Create follow-up task - Notes and Queues

HubSpot Ideas

Status: Idea Submitted

1

Context

  • Agents want to reduce the amount of clicks and admin when working around tasks.
  • They like that they can create a follow-up task by clicking the tick-box when adding a note or other activity.
  • When you save an activity with follow-up ticked, the task is created without any details of the activity it was created around.

Idea

  • Give agents the option to add more data than just the due date, when creating a follow-up task behind an activity.
  • Give agents the option to populate task information with activity data, such as the note body going into the task note body.
  • Add more metadata into activities that can be used in workflows, filters etc. Allowing agents to filter their pipelines and views by records with particular tasks and activities.
2

YES!

When logging a call we usually tick the box at the moment for a task to be generated from said call:

CLarrieu_0-1654707183994.png
CLarrieu_0-1654707183994.png557×474 22.9 KB

Wouldn’t it be so great if the “NOTES” section of the task actually showed our notes logged on calls? Instead of just “follow up with…”??

CLarrieu_1-1654707184008.png
CLarrieu_1-1654707184008.png468×856 38.7 KB

Any chance this could be a massive time-save for someone else??

3

YES YES YES!

4

YES!!!

5

YES

6

yes

7

This would be incredibly helpful. Just adding the feature to assign the task to someone other than yourself and editing the note body would be a huge timesaver.

8

Definitely think an option notes pop-up when ticking the follow-up task box would be sueful.

9

SUPERDUPERYES!
The notes doesn’t help the agent when they need to investigate and search for the specific note (it’s not even sure they’re creating a follow-up task on a task that the own anyway). It would be helpful that the Notes are very clear about what the follow-task is about :slightly_smiling_face: