Account & Settings

australiatravel
Member

Task reminders

SOLVE

The whole purpose of a CRM is to keep track of things and the default setting in tasks is to "no reminder" which is a BIG mistake

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

Task reminders

SOLVE

Hi @1921611,

 

You can request this from the product team by posting in the HubSpot Ideas section of the community. Ideas are evaluated by the product team based on popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Task reminders

SOLVE

Hi @1921611,

 

You can request this from the product team by posting in the HubSpot Ideas section of the community. Ideas are evaluated by the product team based on popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes
1921611
Member

Task reminders

SOLVE

Thank Karsten but that doesn't help as that is only relative to creating a new task. If the task needs to be edited and diaried forward for further follow up it defaults to "No reminder".

Thanks for responding in any case. 

The system currently allows tasks to be overlooked  easily once edited which is a big flaw, as it makes no sense to have that default setting. If you expressly don't want a reminder you should change it, but the whole point of a CRM is to be reminded of your tasks and follow ups.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Task reminders

SOLVE

Hi @australiatravel,

 

You can change this behavior in the settings. Navigate to Settings > General > tab Tasks. Here you can set the default due date, due time and reminder:

 

karstenkoehler_0-1628652333272.png

 

You can also get there by clicking the Go to settings link at the bottom of the task creation sidebar:

 

karstenkoehler_1-1628652374981.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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