It would be nice to be able to create a new task from the inbox/chat screen instead of having to open the contact to create a new task any time you reply to an email or engage in a chat. The contact profile is already there on the screen it would be nice to have this feature added to that area.
Status: Idea Submitted
I’ve linked this idea to another idea that was posted earlier and has more upvotes, please consider upvoting there to gain more traction:
https://community.hubspot.com/t5/HubSpot-Ideas/Creating-tasks-from-Conversation-Inbox/idc-p/762739
Yes! The exact way that the follow-up task option lives on the contact level when emailing them, this option should also live in the general Inbox for both email and chat.
+1 feature needed
I am replying to the post by MSteely on Mar 9, 2022, at 9:53 AM.
I agree it would really save me a lot of time to be able to create tasks from a contact person in the inbox. What are the prospects for this being implemented?