When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to export the list of tasks in an excel format with the notes associated for planning, meetings, etc.
Weitere Ideen mit folgender Beschriftung anzeigen:
Thank you for your continued input and feedback. Task export is now live to all users. You can find details and instructions on how to start exporting tasks using this knowledge article.
I'm excited to let you all know that task export is now in beta. If you would like access to task export, please fill out this form. Once you have filled out the form, I will be personally emailing those who have been given access.
We do plan to release this functionality to all users within the next few weeks as well.
As always, the HubSpot Product Team is thankful for your continued feedback!
Re: Export Tasks from CRM - changed to: In Planning
Thank you for your continued input on this post and the ability to export tasks from the HubSpot CRM. We are currently planning and preparing to begin development on this feature in 2019. Please keep an eye on this post for updates as we begin to roll it into a beta program. Feel free to continue posting your team's specific plans and intended uses of exported tasks.
Thank you again for your feedback, it is extremely valuable to all of us on the HubSpot Product Team.
Thank you for your input @jasonkeen - this is something we're still calculating the best approach for, it is on our minds and something we hope to build but we aren't quite there yet. I will update this post once we have a more clear timetable.
Couldn't agree more. I'm amazed this isn't a standerd feature yet. As a holding, all our seperate business units (who act like different firms with different CRMs), could benefit from a task-export for integrated projects.
I havent been able to get any answer on when and if this will happen. It is an issue, and I am refered back to this forum, which is ok, but isnt getting me closer to where i need to be. hope others join in...
Are there any plans to make this a feature in 2018? This would be incredibly valuable as it would mean at weekly/ monthly meetings we would print off all tasks and run through them quickly without everyone having seperate notes on what they have sent/ assigned etc.
TASK is the one of most important part of tracking customer. But use system table is kind of hard to do a discussion on the meeting. It's almost one year for this request, do you have any plan to implement this future.
Please give me import and export Task function. Thx.
I couldn't agree more. It's definitely a core feature for a CRM, to be able to export all task information so that we can have effective meetings with the sales team and be able to perform some analysis with excel.
Thanks for keeping us up-to-date on your implementation of the function.
It is a necessary function to be able to monitor, follow-up and have effective meeting with sales rep team, it is definitely a core function for sales team automation => 100% agree, please put priority on that function.
No puedo estar más de acuerdo en que las Tareas puedan exportarse.
Es muy importante que podamos exportar las tareas nuestras y del equipo, más aún si nosotros planificamos las visitas a través de las Tareas, en donde debiera aparecer en las columnas los contactos, direcciones, nombre empresa para ordernar nuestras visitas
I'm absolutely blown away that your CRM does not allow a rep to print out a task list. I've never even heard of a "Customer Relationship Management" system that does not allow you to print out what tasks you have to manage with your customers. Please get this completed asap. There is really no excuse for this not being an option.
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