HubSpot Ideas

MSteely

Create Task from Inbox/Chat

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.

3 Replies
Jnix284
Hall of Famer

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

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

+1 feature needed