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How to mark task complete inside record

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Top Advisor

@jennysowyrda Hi Jenny,

 

How can I mark the task complete inside the record rather than at the task list?

 

task.png

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Héroe de la comunidad

Yes @gelflex-cc ... we've noticed that lately as well. In fact, yesterday it took ...

- 3 refreshes to complete a quote because the products weren't showing up.

- 5+ refreshes to get the templates listing to display from within an email (in the CRM)

 

We're sure HubSpot's still tweaking settings on the new beta UI in conjunction with the move to AWS ... just hope it settles down soon. Lovin the new interface. Very productive.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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Héroe de la comunidad

Inside the record like this?

 

hubspot-crm-task-mark-complete-within-contact-gif.gifMark HubSpot Task Complete (from inside the record)

 

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Top Advisor

@MFrankJohnson  Thanks, Frank. The checkbox does not always appear or is extremely light. 

Héroe de la comunidad

Yes @gelflex-cc ... we've noticed that lately as well. In fact, yesterday it took ...

- 3 refreshes to complete a quote because the products weren't showing up.

- 5+ refreshes to get the templates listing to display from within an email (in the CRM)

 

We're sure HubSpot's still tweaking settings on the new beta UI in conjunction with the move to AWS ... just hope it settles down soon. Lovin the new interface. Very productive.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Top Advisor

@MFrankJohnson  to pains of beta......Happy to be part of it. Thought I was losing my mind.  To get to what you showed, I closed the browser and went back......

Thanks for your help.

 

Chris