How to mark task complete inside record

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@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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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.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


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Inside the record like this?

 

Mark HubSpot Task Complete (from inside the record)Mark HubSpot Task Complete (from inside the record)

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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

Community Superstar

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.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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@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