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Create Task from Inbox/Chat

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Status: Idea Submitted
MSteely
Submitted by on ‎Mar 9, 2022 9:53 AM

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.

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4 Replies
Jnix284
HubSpot Employee
HubSpot Employee
‎Mar 1, 2023 11:41 AM

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

daniraper
Participant
‎Feb 2, 2024 3:36 PM

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. 

Improver
Participant
‎Mar 2, 2024 2:02 PM

+1 feature needed

MChristjansen
Member
‎Dec 5, 2024 10:54 AM

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?