HubSpot Ideas

hollybo

Exclude weekend due dates when creating Tasks in Workflows

Wouldn't it be great to have an option to have tasks created from a workflow, "skip" weekends when assigning due date? I have my tasks setup to be due 1 day from creation at 5PM. Our response goal is 1 business day. So if I could get these tasks to not count weekends as days, that would be Nirvana. Kind of like how you can choose to have emails not send on weekends.

 

Does anyone know if that feature is available with the service hub? ... that might give me more amo to lobby for an "upgrade" 😉 LOL

 

Due Date Task.PNG

9 Replies
VitalityWrks
Participant

Yes. This is a really good idea, as this has really limited some of my important (and rather basic) workflows.

 

Emilia_agroptim
Member

Super needed here!

nick_zinc
Member

We have a similar need. Sales needs to follow up with customers within 1 day of a submitted ticket (read quote). Right now any tickets created on a Friday at are due Saturday. Ideally this would be Monday.

nick_zinc
Member

This isn't the best solution, but a partial work around would be to have your workflow only execute at particular times. This isn't ideal of course, as it basically just delays the task creation until monday, but might help to curb some of assigning

 

Screen Shot 2020-11-13 at 1.40.52 PM.png

hollybo
Participant

@nick_zinc  nice! I think I'll try out this workaround.

KAWilliamson
Member

This would be extremely handy for me too we don't work weekends and I am constantly having to change lots of task dates to avoid weekends!

Marcdo
Member

This is something that is already offered by other solutions such as pipedrive in their most basic plans and would be extremely helpful if hubspot could integrate. 

alebioda
Member

Unfortunately, that workaround doesn't work for what we need, our sales team will have a task assigned that is due in 2 days for instance, so if the task is assigned Friday, they come to work on Monday with a 'past due' notice on the task, when in reality, the task shouldn't be due until Tuesday since we work M-F. 

I think this would be a huge benefit and feature add. 

MGarvey
Member

I've had multiple request from within my organization for this feature. Tasks with weekend due dates are causing some issues.