create task for scheduled meeting

CRM & Sales CRM
1

hi, how can i create a task from a scheduled meeting?

the point is that after adding the result of the meeting, i’d like to create tasks.

I can’t see how to do this. it’s only available when i use the option “log meeting”.

thank you

2

Hi @EGONZALOPALOM,

As far as I know, you there is no option in the user interface which would allow you to create a task directly. You would have to create a task from scratch. If you want there to be an option, you could request this in the HubSpot Ideas section from the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

With a Professional subscription (or higher) this could also be automated using workflows.

Best regards!