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

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Nuevo colaborador

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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Equipo de producto de HubSpot

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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27 Respuestas 27
Nuevo miembro

I am having the same issue and can't get a straight answer to get this resolved. Were you ever able to? 


@Anna wrote:

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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Equipo de producto de HubSpot

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. 

Nuevo colaborador

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

Equipo de producto de HubSpot

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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Nuevo miembro

davidb@jfrankl.com

 

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

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Equipo de producto de HubSpot

All set.

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Nuevo miembro

Hi there, can you re-enable my "set a follow up task" window? taylora@thought-logic.com

 

Thanks!

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Equipo de producto de HubSpot

Hi, 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".

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Nuevo colaborador

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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Equipo de producto de HubSpot

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

- Ben

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Nuevo colaborador

Hello - the "Create follow up task" is not showing up when I check a task as completed. I haven't selected the "do not show" button before, so I'm not sure why it isn't being displayed. Can you assist? Thanks! 

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Visitante

Can you also set my account so that "follow-up tasks" pop up is allowed?

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Visitante

taylorcacciola@gmail.com is the account email

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Nuevo miembro

Hello,

 

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

 

Thanks,

Austin

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Nuevo colaborador

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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Equipo de producto de HubSpot

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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Equipo de producto de HubSpot

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

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Nuevo colaborador

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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K1n
Visitante

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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Equipo de producto de HubSpot

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".

 

 

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Colaborador habitual

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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Gestor de la comunidad

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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Colaborador habitual

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.

Gestor de la comunidad

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


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Empleado de HubSpot

@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!

Colaborador ocasional

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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Nuevo colaborador

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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