HubSpot Ideas

LanaTDC

Creating a Follow Up Task from Within a Task

Hi, My Customer Service Team do Check in calls with our clients every month. I'd like for them to be able to open the task, log the call in the task notes (this is important for reporting) and create a follow up task all from within the task.

 

Also when creating the follow up task, it would be great if the original task title can be kept so they dont just have a whole lot of "follow up" in their task lists, and at a galnce they can see exactly what task it is. 

 

It would also be helpful that if a task type is maked as call, that the compleated task also gets put in the call log. 

 

Being able to do this is also important from a reporting point of view as I'd like to be able to see all the check in calls that are comingup, the ones that have been done and their notes all within the one report.