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  • joeyfrass on October 20, 2021
    0 Replies
    Hi Hubspot Community, I have come across a situation where I will visit a contact's page and there is a task on their record that I need to complete. However, I cannot figure out how to mark that task complete on their contact page. The only way...
  • Vaios on October 15, 2021
    2 Replies
    Hi everyone, hope all is well. We just finished the integration of our app with Hubspot and I would like your opinion based on your experience so far on the following question: We capture action items for hubspot users that are created during Cu...
    October 15, 2021 07:12
    Hey @Josh thank you so much for the feedback! This is how we have configured it at the moment - creating and/or assigning new tasks automatically....
  • Solved
    KFeldesz on September 27, 2021
    1 Replies
    When creating a new task, it should be possible to set required fields that always need to be filled out in order to save the task, if not the user should get an error message.
    Most Valuable Member
    September 27, 2021 01:57
    Hi @KFeldesz , This is currently not possible but you could suggest this in the HubSpot Ideas section of the community. Submissions to that ...
  • LTirmant on September 21, 2021
    1 Replies
    It would be great if we'd have the option to filter out/select the tasks we choose to synchronize them into the google calendar . Today it's possible to synchronize the entire tasks we have in Hubspot to google calendar but we can't decide which on...
    Community Manager
    September 22, 2021 23:16
    Hi @LTirmant , This is an idea post for feature improvement, correct? If so, I can move this thread to the Ideas Forum so that other Commun...
  • Solved
    Baduist on August 29, 2021
    1 Replies
    First let me clarify - for the purpose of this post "workflow" is an acctual workflow I want to achieve in real life, and not referring to the workflow feature in Hubspot (unless it can be used to achive this). I'm trying to figure out the best ...
    Top Contributor
    August 30, 2021 03:57
    Hi @Baduist ! How are you? Actually you can do all that with HubSpot Workflows. There is a feature called "Delay until event happens" that could...
  • Solved
    KyleSelf16 on August 06, 2021
    1 Replies
    When reps are prospecting into a new account is there any good solution/workaround to adjust the priority of a task created in a sequence based on the engagement level of the contact enrolled? Ideally, the solution would look something along th...
    Most Valuable Member
    August 06, 2021 22:23
    Hi @KyleSelf16 , This is unfortunately not possible at this stage. Once tasks are created, they can currently only be changed by manual edit. ...
  • Solved
    FHugi on August 05, 2021
    1 Replies
    Hello. Situation: we have two types of contacts, buyers (BUY) and manufacturers (MAN). Deals are published under the buyer's name, and only the buyers is attached to the deal (due to the fact that HS logic cannot differentiate the assoc...
    Most Valuable Member
    August 05, 2021 01:22
    Hi @FHugi , Do I understand correctly that you'd like to create a task for a contact that is not associated with the deal? Even if you have th...
  • Solved
    HLant on July 20, 2021
    2 Replies
    Can anyone help? I used to be able to amend a date/ time in a task just by clicking on it but it now says I do not have permissions to do this.
    Top Contributor | Diamond Partner
    July 20, 2021 06:07
    Hi @HLant , It might have happened because someone has changed the permissions settings foryour email address. You need to cross check this ...
  • Solved
    bcornman on July 15, 2021
    5 Replies
    Hello I'm trying to set up a work flow for when I type a certain phrase in my "lead comment" property. That part is easy. My goal: when someone is enrolled it creates a set of 5 tasks for the contact. Each task will be named Call 1, Call 2 ....
    Most Valuable Member
    July 19, 2021 11:30
    Hi @bcornman , Sure, that would work, it simply seems like an awful lot of work to me. When you do pursue this avenue, make sure to suppress c...
  • Solved
    GessicaFaria on June 30, 2021
    2 Replies
    Hello! My team is reporting task creation error often. They have received error message. Our plan is free! Can anyone help me? Thank you!
    Top Contributor | Diamond Partner
    July 01, 2021 00:43
    Hi @GessicaFaria , This usally happens due to the browser issue. Keep clearing your cache or try to open the portal on incogito mode or a dwheneve...
  • Solved
    Oliver75 on June 21, 2021
    3 Replies
    Hi all, I am administrator of our HubSpot CRM and I just set up a shared task queue for one of our teams. I granted both users the same rights to watch and edit the tasks of their team. As an administrator, I can select "All assignees", show...
    Most Valuable Member
    June 21, 2021 04:16
    Upvoted, @Oliver75 . The notice in the screenshot is definitely misleading. With user permissions set to task view "Everything", you'd expec...
  • Jewelsxo on June 18, 2021
    1 Replies
    Super admin user: and another login user: 1) info@ is the main admin email and another user is sending emails through the Task option (under the sales menu) and the email tasks ...
    Community Manager
    June 21, 2021 04:43
    Hi @Jewelsxo , Thank you for reaching out to the Community! To make sure the user can send emails from the address ...
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