HubSpot Ideas

hktango

Creating tasks from Conversation Inbox

Relaying a much needed feature to be back:

 

In need for the ability to select "create task to follow up in X days" directly in the Conversation Inbox. Currently, this feature is only available in the Contact page and therefore is quite inconvenient for teams who handle customer conversations in the Inbox and need to set up a reminder to follow up. 

 

Original post see here: https://community.hubspot.com/t5/Sales-Hub-Tools/Create-tasks-from-Inbox/m-p/398704#M5242 

43 Replies
Luxeadv
Member

YES PLEASE! The person in charge of our inbox allocates tasks to team members. Having to go to client card each time to create task and then back to inbox again is a huge waste of time and not very efficient.

MUlmann
Member

this is needed!!!! please add this feature

 

KLaCour9
Member

Truly please add this!!!!!!!!!