CRM

LOConnor123
トップ投稿者

where has the next task feature gone?

解決

Usually when on a contact page, after completing a task, you had a nice blue header prompting you to jump into the next task or skip that task for now...

 

This has disappeared, and there does not appear to be a setting for it.

 

Now I have to click into Sales, then Tasks, then complete a task, and then rinse and repeat. 

 

This is more time-consuming than it used to be...

 

Is there a way to turn this back on?

 

😞

 

😞

0 いいね!
2件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

where has the next task feature gone?

解決

Hi @LOConnor123,

 

This is a Sales Hub or Service Hub Starter feature, see here. Have you recently downgraded or completed a trial?

 

In the free CRM, the "Start tasks" option is locked:

 

karstenkoehler_0-1649231872441.png

 

On a paid Service or Sales subscription, you can start these tasks queues which will take you from one completed task to the next.

 

In general, this feature that takes you from one task to the next is not available in all parts of the tool, only whenever multiple tasks are concerned.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

元の投稿で解決策を見る

LOConnor123
解決策
トップ投稿者

where has the next task feature gone?

解決

@karstenkoehler  sweet... I have never had to click on this button before, it just happened. Thanks Karsten! Have a great day 🙂 🙂

元の投稿で解決策を見る

0 いいね!
2件の返信
LOConnor123
解決策
トップ投稿者

where has the next task feature gone?

解決

@karstenkoehler  sweet... I have never had to click on this button before, it just happened. Thanks Karsten! Have a great day 🙂 🙂

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

where has the next task feature gone?

解決

Hi @LOConnor123,

 

This is a Sales Hub or Service Hub Starter feature, see here. Have you recently downgraded or completed a trial?

 

In the free CRM, the "Start tasks" option is locked:

 

karstenkoehler_0-1649231872441.png

 

On a paid Service or Sales subscription, you can start these tasks queues which will take you from one completed task to the next.

 

In general, this feature that takes you from one task to the next is not available in all parts of the tool, only whenever multiple tasks are concerned.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.