Account & Settings

THoltman-124F
参加者

Problem Creating Tasks

解決

Hello community. 

 

After talking to one of the employees of HubSpot i was recommended posting my problem here. For some reason i cannot create tasks. I have tried rebooting, restarting, hard-reset, soft-reset, pretty much everything, but for some reason i keep getting the same error when creating a task. 

I made i short loom to show the problem: https://www.loom.com/share/7a0e826e093944b8b6ab06eabbad9331?sid=a08a22be-701a-49d5-9b38-3e66d0a6feb2

Anybody had the same problem? How was it solved?

 

Thank you all in advance!

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1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Problem Creating Tasks

解決

@THoltman-124F not necessarily. Admins exist in free CRMs as well. I'd recommend you confirm with the person that invited you to HubSpot.

 

If you're on the free CRM, you don't have access to support. That would explain why they're sending you here.

 

If you are on a paid subscription, you can breathe down their neck until they fix this 😉

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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14件の返信
FDeLuca
参加者

Problem Creating Tasks

解決

The solution to this is SO simple - It took me 2 hours to figure it out. 😎😂😡   You must complete the first line - the title for the task!   then it all works great.    I wish it would tell you what you need to complete.  You are completing all that information within the task too!!   Please share the solution with Tech Support.  

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PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Problem Creating Tasks

解決

Hey @THoltman-124F thank you for posting in our Community!

 

Could you please check if you have 'Everything' Tasks permissions? Currently, if a user has only task permission and no edit/create access for other object types it will not be able to create a task.

 

 To create and edit tasks, you must have at least "owned only" permissions on one of the other object types.

 

I hope this information helps,

Pam

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Problem Creating Tasks

解決

Hi @THoltman-124F,

 

Are you experiencing the same in other browser, with all extensions disabled, private tabs?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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THoltman-124F
参加者

Problem Creating Tasks

解決

Hi Karsten,

 

Thanks for the reply. Yeah i tried chrome, IE and Mozilla. All the same error. The last two bowsers i installed just to check this. 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Problem Creating Tasks

解決

@THoltman-124F are you the only user in your portal and a super admin?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!
THoltman-124F
参加者

Problem Creating Tasks

解決

Hi,

No i am not. I'm one of 10+- employees using hubspot. The admin gave me acces to tasks last week but it since then i haven't been able to use it 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Problem Creating Tasks

解決

@THoltman-124F are other users with the same permissions experiencing this as well? Are you on a paid subscription? If so, reaching out to HubSpot support in-app might be the fastest solution.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!
THoltman-124F
参加者

Problem Creating Tasks

解決

are other users with the same permissions experiencing this as well? No i'm the only one experiencing problems.Are you on a paid subscription? Yes i'm on a subscription.

I tried reaching out to the customer portal. They told me to ask for help here 😅

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Problem Creating Tasks

解決

@THoltman-124F HubSpot support can access your portal directly and you share .har files with them. Community members don't have access to your portal and troubleshooting is limited to what I've been doing: Asking hopefully-smart questions.

 

I'd recommend following these steps: https://knowledge.hubspot.com/help-and-resources/get-help-with-hubspot#starter

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

THoltman-124F
参加者

Problem Creating Tasks

解決

I know you cannot help me from the forum, but support told me once again to ask it on the forum. I have the feeling i'm being sent from the pillar to the post. Pretty frustrating

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Problem Creating Tasks

解決

@THoltman-124F very frustrating. Are you sure that you are on a paid HubSpot subscription and not the free CRM? https://knowledge.hubspot.com/account/manage-your-hubspot-subscription

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

THoltman-124F
参加者

Problem Creating Tasks

解決

Pretty sure, 

The company i work for says so. When i acces account and billing it says: "Unfortunately, you don’t have the right permissions to access this page. Please contact one of your admins to resolve this issue."

 

The fact i have an admin i think confirms it has to be a paid version right?

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Problem Creating Tasks

解決

@THoltman-124F not necessarily. Admins exist in free CRMs as well. I'd recommend you confirm with the person that invited you to HubSpot.

 

If you're on the free CRM, you don't have access to support. That would explain why they're sending you here.

 

If you are on a paid subscription, you can breathe down their neck until they fix this 😉

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

THoltman-124F
参加者

Problem Creating Tasks

解決

Alright Karsten, thanks for the smart questions i hope my awnsers were par to it 😉 

Have a good day!