CRM

Anna
メンバー

How to show "Create a follow up task?" pop-up again for task?

解決

Tasks page, Table view - when clicking Completed checkbox mark, suggestion pop-up about creating next follow up task is shown (which is very useful). But mistakenly 'Don't ask me again' checkbox was marked and saved.  

 

Could you please advise how to show this pop-up again? I can't find settings for this. Thanks in advance.

 

Screen Shot 2017-04-19 at 7.16.15 PM.png

 

 

 

 

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1件の承認済みベストアンサー
blodge
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

How to show "Create a follow up task?" pop-up again for task?

解決

Hi, you can now toggle this in Settings, there is a new "Tasks" tab on the sidebar with a link to update this setting.

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28件の返信
blodge
HubSpot製品開発チーム
HubSpot製品開発チーム

How to show "Create a follow up task?" pop-up again for task?

解決

Update - we now have an option in Settings where this open can be controlled. When in Sales, head to "Settings", then on the left sidebar you can click "Sales", then "Tasks".

 

 

jrileyhill
メンバー

How to show "Create a follow up task?" pop-up again for task?

解決

The follow up task reminders are no longer working for me...
I've tried toggling the settings on and off, resetting my browser and the page, but turning it back on doesn't seem to do anything.
Any other way to re-enable?
thanks!

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ellejaeger
参加者

How to show "Create a follow up task?" pop-up again for task?

解決

I'm curious if, when turned on, it is supposed to prompt you no matter what screen you complete the task from. Please advise.

For instance, I am on the contact record, or associated deal and mark the task as complete. No prompt occurs there.  Is this a glitch or by design?

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jstachef
参加者

How to show "Create a follow up task?" pop-up again for task?

解決

I just submitted a request to have this "create a follow-up task" function added to the Contacts tool. the more people that ask for it the better!

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jennysowyrda
コミュニティーマネージャー
コミュニティーマネージャー

How to show "Create a follow up task?" pop-up again for task?

解決

Hi @ellejaeger,

 

This functionality will only occur from the task screen I believe. @blodge please correct me if I'm wrong.

 

Thank you,
Jenny

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ellejaeger
参加者

How to show "Create a follow up task?" pop-up again for task?

解決

I believe you're correct. I would like to suggest they expand it or be able to expand the columns listed on the task screen to list associated deals / deal stages.

emilytong
HubSpot Employee
HubSpot Employee

How to show "Create a follow up task?" pop-up again for task?

解決

@ellejaeger - I wanted to let you know, I just started an Idea post requesting that we add this feature to task queues, so users will get the reminders from within a contact record - if you have time, please upvote and share your thoughts about how this could be useful in deals!

jennysowyrda
コミュニティーマネージャー
コミュニティーマネージャー

How to show "Create a follow up task?" pop-up again for task?

解決

Thanks @ellejaeger! I would recommend creating an idea in the ideas forum for that functionality so that other users can upvote it!

blodge
HubSpot製品開発チーム
HubSpot製品開発チーム

How to show "Create a follow up task?" pop-up again for task?

解決

Hi Anna, we currently don't have a way to toggle this option back on, however we do plan to add this to the settings soon. 

wvangeld
参加者

How to show "Create a follow up task?" pop-up again for task?

解決

Same problem for me, any timeline on this fix, it was a really, really handy feature

blodge
HubSpot製品開発チーム
HubSpot製品開発チーム

How to show "Create a follow up task?" pop-up again for task?

解決

While we hope to get to this soon, we have a few other things that have priority right now, however if you would like to send me a private message with the email associated with your account, I can manually change this setting for you.

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JPDierberger
メンバー

How to show "Create a follow up task?" pop-up again for task?

解決

Is there a way to adjust the auto populated time of 8:00 AM on the day of follow up?

 

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K1n
メンバー

How to show "Create a follow up task?" pop-up again for task?

解決

My pop-up for follow up tasks has disappeared when on the "Tasks" tab. It was super helpful, can you re-enable this for my account?

 

My email is: kin.ly@riskleadershipnetwork.com

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4000260
メンバー

How to show "Create a follow up task?" pop-up again for task?

解決

Tasks page, Table view - when clicking Completed checkbox mark, suggestion pop-up about creating next follow up task is shown (which is very useful). But mistakenly 'Don't ask me again' checkbox was marked and saved.  

 

Please reenable my follow up box in tasks. Plase confirm by emailing me. Thank you!

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rintualex
メンバー

How to show "Create a follow up task?" pop-up again for task?

解決

Hi, 

 

Hope you're well. 

 

I was facing the same problem as outlined here. (https://community.hubspot.com/t5/CRM/How-to-show-quot-Create-a-follow-up-task-quot-pop-up-again-for/...)

 

Can you kindly set my account to show the follow-up task pop-up as well.

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blodge
HubSpot製品開発チーム
HubSpot製品開発チーム

How to show "Create a follow up task?" pop-up again for task?

解決

Hi, could you provide me with your email address that is connected to your account?

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blodge
HubSpot製品開発チーム
HubSpot製品開発チーム

How to show "Create a follow up task?" pop-up again for task?

解決

I'll be happy to! Could you provide the email address associated with your account?

- Ben

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mattpalacio
参加者

How to show "Create a follow up task?" pop-up again for task?

解決

Hi There, 

 

My pop-up for follow up tasks has disappeared when on the "Tasks" tab. It was super helpful, can you re-enable this for my account?

matt@getskitickets.com

3818703

 

Thanks!

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blodge
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

How to show "Create a follow up task?" pop-up again for task?

解決

Hi, you can now toggle this in Settings, there is a new "Tasks" tab on the sidebar with a link to update this setting.

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aasorah
メンバー

How to show "Create a follow up task?" pop-up again for task?

解決

Hello,

 

Can you re-enable this feature for me as well austin@xspowerbatteries.com

 

Thanks,

Austin

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