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FIAInterpreting
Member

Recurring tasks?

SOLVE

Is it possible to add recurring tasks?

 

I have some tasks that require to be repeated on a weekly basis and I would love to be able to create recurring tasks for those tasks, if possible.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Recurring tasks?

SOLVE

Hi @FIAInterpreting and everyone,

 

Creating recurring / repeating tasks has been possible for a while now, just stumbled upon this thread and wanted to let you know.

 

Menu > Sales > Tasks:

 

karstenkoehler_1-1671083419447.png

 

Directly on a record:

 

karstenkoehler_3-1671083450646.png

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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23 Replies 23
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Recurring tasks?

SOLVE

Hi @FIAInterpreting and everyone,

 

Creating recurring / repeating tasks has been possible for a while now, just stumbled upon this thread and wanted to let you know.

 

Menu > Sales > Tasks:

 

karstenkoehler_1-1671083419447.png

 

Directly on a record:

 

karstenkoehler_3-1671083450646.png

 

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.

JSchaumburg
Participant

Recurring tasks?

SOLVE

@karstenkoehler or anyone else.

 

Can the recurring tasks be set to a given weekday?  For example.  Every 3rd Tuesday.  My customers typically don't work on the weekends.  It's pointless to set a recurring task to every three weeks because sooner or later, it'll wind up on a weekend day.  There are also some customers that only want to talk to me on a certain day of the week.  

0 Upvotes
KylerBurke
Participant

Recurring tasks?

SOLVE

+1 for recurring tasks! Definitely need ongoing/recurring tasks to meet my marketing goals. 

0 Upvotes
DianaGomez
Community Manager
Community Manager

Recurring tasks?

SOLVE

Hi @KylerBurke hope you are doing well!

 

Please don't forget to upvote for the idea here. This way it will have more chances to be implemented in the future 🙂

 

Best,

Diana


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0 Upvotes
JLSB
Contributor

Recurring tasks?

SOLVE

I believe what @FIAInterpreting is referring to is the tasks function from Marketing > Campaigns > Tasks. It would be great if there was a checkbox for "make recurring" (and select frequency) that we could have for tasks in there. It's great that this was added to contact record tasks in the CRM, but this feature request would be for Marketing staff. Hope this gets added at some point!

EricaSmith
Contributor

Recurring tasks?

SOLVE

And not available for admin...which is the dumbest part.  

0 Upvotes
FIAInterpreting
Member

Recurring tasks?

SOLVE
Agreed
0 Upvotes
tajadojo
Participant

Recurring tasks?

SOLVE

Is it possible that recurring tasks take this long to make? It's been over 2-years since it was announced. What's up Hubz?

FIAInterpreting
Member

Recurring tasks?

SOLVE
Available through one of the paid plans I believe
0 Upvotes
EricaSmith
Contributor

Recurring tasks?

SOLVE

This would be a fantastic feature and I am surprised that it hasn't already been implemented.  Would be great for daily/weekly reminders for the mundane tasks but I can also see it be SUPER handy for team members covering for others that are out on vacation.  

tfiscus
Participant

Recurring tasks?

SOLVE

Upvote this one that's getting traction.

PamCotton
Community Manager
Community Manager

Recurring tasks?

SOLVE

@tfiscus thank you for sharing this idea! 

 

Kindly

Pam

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KHunicke
Participant

Recurring tasks?

SOLVE

I'm eager to have this feature too!! Any word on when this will be launched?

TiphaineCuisset
Community Manager
Community Manager

Recurring tasks?

SOLVE

Hi @KHunicke 

 

Thank you for reaching out. 

 

I'd advise subscribing to the idea in planning here. You will get updated once it goes into beta!

 

Best,

Have a lovely day

Tiphaine


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FiveOaks
Participant

Recurring tasks?

SOLVE
I’m all in on this request. Recurring tasks is a basic and essential planning/productivity/efficiency tool. As a new user, I’m surprised it isn’t available and hope they’ll implement it very soon. I need this!
PamCotton
Community Manager
Community Manager

Recurring tasks?

SOLVE

Hello @FiveOaks 

 

Welcome to HubSpot Community, recurring tasks are currently in development. I can't yet provide a timeline for when the feature will be delivered. Thanks for your patience as we work on building recurring tasks.  For more information and updates please upvote this idea here.  Upvoting will allow you to be notified in the first place once the feature goes into beta.

 

Thank you,

Pam

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FIAInterpreting
Member

Recurring tasks?

SOLVE

It has been almost a year. Do you have an update on what should be a simple addition?

0 Upvotes
SWilsonA4u
Top Contributor

Recurring tasks?

SOLVE

I'm waiting on this too, its in development and you can get in on the Beta here

 

https://forms.gle/LcatVcGESGDp1qAE8

FIAInterpreting
Member

Recurring tasks?

SOLVE

Thanks, I just filled out the form. Should I expect the recurring tasks feature to show up soon for "testing"?

0 Upvotes
SWilsonA4u
Top Contributor

Recurring tasks?

SOLVE

Hope so, I've no idea, I'm relatively new to Hubspot too, I had same query and saw this in another thread. I'll see if I can link you to that so you can see what has been discussed. 

0 Upvotes