HubSpot Ideas

RobbDillon

Can you save a task and not have it auto-complete?

the new interface automatically 'completes' a task when you save it. Can you turn this off??

Tasks aren't necessarily complete when you save. For example, if i have a prospect I am following up with, I will use notes section to track my activities and then i will push Task down the road as needed.

No where can I find even a mention of the auto-complete functionality in support documentation.

12 Replies
MelindaNelson
HubSpot Employee

Hi @RobbDillon

 

Thank you for posting in the Community! 

 

Can you share more details on how you created the task (e.g., from the contact record)? Any screenshots you can attach would also be helpful! 

 

Thanks,

Melinda | (She/Her)

Customer Support Specialist

 

Saqib
Member

Hi Melinda,

 

I have the same issue and it only gives me option to complete the task. However I dont want to complete the task.

 

Saqib_0-1603333789269.png

 

MelindaNelson
HubSpot Employee

Hi @RobbDillon

Are you seeing this when you are using task queues specifically? I noticed this functionality when working out of a task queue.

 

Any additional details you can provide would be very helpful! 

 

Thanks,

Melinda | (She/Her)

Customer Support Specialist

 

ABoswell
Member

Hello, I am having the same issue. I use tasks as reminders but whenever I call out the task will auto complete and I do not want to risk losing a solid prospect.

ABoswell
Member

Hello @MelindaNelson I am having this issue. When I go to call a prospect with the task to call it will auto complete the task, but most of the time I am using it as a reminder so that I do not forget about the prospect. Is there a way to turn off the auto completetion of tasks on hubspot?

ABoswell
Member
MelindaNelson
HubSpot Employee

Hi all, 

 

This is working as expected. It's designed to complete the task, but if you would like to create another task to follow up, you can select the "create a task to follow up" checkbox.
Screen Shot 2021-03-15 at 8.41.47 AM.png
If you would like the ability to make a call without completing the task, you can post this request in HubSpot's Ideas Forum. This is a great platform for communicating feature requests to our Product Team. It also allows other customers to up-vote and comment on the idea. As a result, it helps us better prioritize features that are having the greatest impact on our customers.

falkfalkbrauer
Member

The auto-complete is super annoying. Someone might want to log a call which did not connect and he might by mistake complete an important, unfinished task. Is it meanwhile possible to disable the completion?

davidrevis
Contributor

We are setting tasks automatically for the sales team to follow up with customers and monitoring if they have completed them (if they have actually contacted the individual). The auto-complete is ruining this as tasks are set automatically to complete when they are not if they update the task. If they created a follow-up task I have no way of monitoring it in my dashboard to check if they ever followed up with the customer.

WKing
Member

I make my call push my task forward because I didnt reach and make my note, now i have lost my task and my lead if I don't catch it.

GOrlando
Member

I also find this terribly un-productive. Sometimes I just want to add a note without completing a task, also because the task note has valuable information. Please help with this

NPW
Contributor

Hello All,

 

If you haven't already, please follow & upvote the following thread: https://community.hubspot.com/t5/HubSpot-Ideas/Log-activity-without-completing-task/idc-p/763637