HubSpot Ideas

Kidomu

Dynamic due date for tasks

Currently, a due date for a task can be set to a specific date or a set number of days from task creation. 

 

Suggestion: allow task due date to be set in relation to a date property on an associated record

 

Example use case: use a deal-based workflow to create tasks for deals that needs to be set in relation to the deal close date (e.g. a certain number of days beforehand)

7 Replies
Andrea_demier
Member

I'd like to give another example:

 

One of out pipelines has a "status" called "meeting arranged". It would be great that when a ticket falls into this status, it creates a task with the due date pulled from a property called "meeting date". 

YiRui_Chua
HubSpot Employee

Hi team,

Commenting for a customer here.

Agree that having this will be helpful; often times, the task due date is tagged to an object, be it contact record or deal record.

Giving an example, having the task due date 1 day before the close date of a deal record will be hugely beneficial to our customers.

Thank you!

SBaker8
Member

I also am having difficulty setting appropriate due dates for tasks. Specifically, I would like to create a task to prep presentation materials (we personalize our demos) for a meeting schedule through HubSpot. It would be helpful to be able to chose the "date of last meeting booked in meetings tool" as the due date - or otherwise "link" it to the scheduled meeting. Thanks!

Olivia_Englert
Participant

Agree! We would like to create a task to be due based on the meeting activity date 

JHagedooren
Participant

YEs I would love to create a task a specific number of days prior to meeting start (To confirm the meeting for example) or specific number of days after meeting start

STeam299
Member

This is so necessary and another reason hubspot falls short compared to competitors. I am finding horrific small details the more I use this system. What do we need to do to get more attention on this?

MWilliams3
Participant

More bog standard functionality missing, I'm regretting moving from Infusionsoft / Keap at the moment.