Is it possible to create reocurring tasks, such Ticklers? I like to set-up ticklers to contact certain customers on a regular basis. Is this possible in Hubspot?
Barry
Agreed. We have semi-regular tasks (birthday phone calls, etc.) that recur every year. It would be nice to be able to have recurring tasks.
@Kimberly I agree, reoccurring tasks would be great, however, I did want to mention that if you’re a marketing customer with access to workflows, you can setup annual tasks by using a workflow. You can create a property based workflow centered about, for example, a birthdate and select the option to reoccur annually. You can add a step in the WF of “Create a Task”. This will reinitiate the workflow each year based on that property and set the desired task.
Hmmm… that’s an interesting idea. I might play with it a bit, although it is not as straightforward as just having recurring tasks, it might be a workaround to use in the meantime. Thanks for sharing!
Hey guys,
I’m wanting to schedule a reminder for myself each Friday using the ‘task’ function on a customer’s account so I can be reminded to go in and make adjustments for her weekly order. I’ve been told this isn’t a thing yet, so I’ll have to do it on my iPhone, but it would be awesome to have it integrated into Hubspot so I can have everything under one hood 
Scott
Great idea. Currently scheduling Google Cal events for bi-weekly/monthly reminders, and would love to have this all in HubSpot.
I am desperate to be able to do this. There are essential tasks for my business that need to be run quarterly and really don’t want to pull my team out of the flow of their CRM in to calendar where they will then have to manually create the task.
Any sign of this on the horizon?
I have many sales that are annual, biannaul, or quartly and I would love to have a set of tasks that would enable me to reach out to each of those companies with timely reminders to book their annaul spot.
I agree--having an automatic task reminder (such as weekly meeting, or yearly birthday) is frankly a basic for a CRM. This is the only one I know that doesn’t have it.
YES!!! please
Vote from me as well
Yes, please add recurring task option to calendar.
Yes! I have daily tasks for specific clients that should appear daily so we can check them off. Thanks!
Absolutely needed and I’m disappointed that something so obvious is not in by default.
Still continues to blow me away that this isn’t available. Has really made me start to regret moving over to hubspot
Please add this feature!
I would love to see this feature too. I’m very surprised that it’s not already there.
Please add this feature to Hubspot. I have been able to integrate nearly everything into one tool but I still have to have two different task apps, Hubspot and Todoist. It would be much easier for my team and less confusing to have recurring tasks in the same place as all the other tasks.
Two clients have asked me about this feature. Since it’s something that’s readily available in other CRMs and I could use it myself to streamline assigning recurring tasks, I thought I’d chime in and ask for a little help.
**Thanks for providing a forum where I have the chance to influence change in software that I love!
**
Currently evaluating HubSpot…
This is a basic feature that I can’t believe is missing from a CRM in 2017. I would like to assign daily/weekly/monthly/quarterly tasks to reps and am shocked to see this is not possible.