HubSpot Ideas

NatHiggins

Create a Follow Up Task when Sending an Email from the Inbox

When you send an email from a Company, Contact, Deal or Ticket record, you have the option to create a follow up task. It would be great if this functionality could also be available when sending an email from within the Inbox.

5 Replies
shawnlin
Participant

Hi Team,

 

Noted there is a "Create A Follow-up Task" checkbox from various UI including email under contact/company profile and notes under contact/company/ticket/deal.

 

Can the similar be added to conversation inbox while CS agent is replying to a customer? Now they have to create a task as a separate action from replying email.

 

This can be very helpful. Please consider providing such feature. Thank you!

Heggenes
Participant

I support this request! Its possible almost everywhere else so why not here! There is most likely a huge possibility that a conversation is about SALES and then tasks would be the way to go for following up, not ticket since ticket is more useful in a support situation.

AndrewMetcalfe
Participant

Support this and also a replicated idea that I think should mean these are merged with others.

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

Improver
Participant

+1 feature needed!