Recurring Tasks

HubSpot Ideas
61

Yes! This ^^^^

62

HI Iam new here and was wondering if there is a simple way to set a reccuring task on set days per week

63

Hi @DistinctEdge Welcome to the Community. Recurring tasks are not yet possible in the Sales Hub. You’re not hte first to ask however. Can you head over to this Ideas Forum post and add your feedback?

Thank you,

Ed

64

Hi there

Any update on this? Looks like lots of people asking for it, but no response from HubSpot for some time.

Thanks,

Petra

65

Hi @PBones Any updates will be communicated through the Ideas Forum post. I’ll reach outot the dev team also and see if I can glean any insight.

Thank you,

Ed Justen

66

Hi @PBones I’ve reached out to the dev team. At this time, there are no plans to add a recurring task feature. Please continue to monitor the ideas forum post for further comment.

Ed Justen

67

Hi Ed! Why don’t you actually plan to think about it…?! It would be really helpful and your customers are asking for it. I guess you should not answer whether there’s any plan, but to figure out how will you come up with the solution. Isn’t it!?

68

Can you just create a trigger in the workflow that is set off a task with no associations at a time/date? Tell the dev’s it’s to trigger a chronjob. they’ll know. it is super simple. I’ll prob use the api for chronjob tasks for the team, however, some users, like those here, would rather not have to code something up. Workflows for operations that have no associations are super helpful. We have lots of operational housekeeping and it would help to have some reminders

69

Thank you for confirming this information. I’m very surpirsed that this, very basic feature, is not available. It makes me wonder what else is missing that I have not yet thought of. If I found this one, I’m sure I’ll find more.

70

Same here. I found this feature in much simpler CRMs that I’ve used before. I’m surprised no one thought of it here.

71

I agree this is something necessary, especially if it’s a 1 off task i want to re-occur as a reminder.

72

Would love to have this. Help me get all daily tasks done.

73

If it isn’t possible to have the feature itself, is it possible you create an integration with one of the many dedicated task management systems out there so that tasks created in them can be sync’d into HS Sales? (Toodledo, Wunderlist, etc.)

74

We would also love the ability to have recurring tasks.

75

This is something that would be greatly helpful. what’s the status of addign this to the tool? Please help! It takes a lot of time for team members to continue adding reoccuring tasks.

76

Yes, we definitely need to figure out recurring tasks. I am trying to set reminders for my team to create and send out monthly reports so the workaround for every month would need 12 tasks per client (one for every month), not ideal

77

This could be a very useful function.

78

We have several monthly tasks we’d like to receive recurring notifications for. Please make this happen!

79

Agree this is very useful and other CRMs offer this as standard on free packages

80

I’m also new to Hubspot and coming from another CRM and reoccuring task are essential for ongoing reminders, needs, etc. Please advise on how we may accomplish this? Thanks!