HubSpot Ideas

rwong

Bulk editing options for repeating tasks

Hi team, branching off an idea from this feature request for repeating tasks: https://community.hubspot.com/t5/HubSpot-Ideas/Recurring-Tasks/idi-p/9091

The "set to repeat" option is currently available only when users manually create tasks from the task dashboard. That said, having a bulk edit option would be invaluable to customers who are looking to create many new tasks or manage existing tasks. 

 

Possible use cases: 

  • Customers are on the Contacts dashboard where they bulk select contacts and hit "Create tasks" to create a task for each of these contacts
  • If customers already have existing tasks that they want to "set as repeating" in bulk.

How I can possibly see this happening: 

1. Adding an option to "set as repeating" when creating tasks in bulk from the contacts dashboard 

Bulk create tasks.png

 

2. When checking multiple tasks on the tasks dashboard > "Edit", the user can also select "set as repeating" when selecting the task due date and reminder. 

due date edit.png

 

1件のコメント
LanaTDC
メンバー

This would be an invaluable tool for customer service staff to have. Pretty please make this!