Hubspot Project Templates, Project Task Mass Updates on Assignees/Due Dates, Project Stages and more

First of all, the Hubspot Project module currently is more like just a glorified checklist. I believe managing marketing projects really takes a lot more than that, and below are my dire suggestions with which I hope others also resonate. Please UPVOTE to get any of the ideas considered/implemented!

 

  1. Allow users to multi-select Project Tasks to select assignee(s) and due dates without having to click on each and every single task.
    The current setup requires whoever manages the project to click on the task to select assignee(s) and a due date. This can get very repetitive and very old very fast, especially for recurring projects, definitely NOT a good UI/UX. Whoever manages/sets up the marketing project can really benefit from this.
  2. Allow project template to pre-assign users/pre-select assignees to tasks as default.
    A template is created because a project is used often. Why is this not already a function? If any assignee needs to be changed, adjustments can be made after the template is used. Having this as an option can really save SO MUCH TIME. 
  3. Allow projects to be organized by folders or tags or something.
    Everything else Hubspot does has folders for organization, so something to help with the organization on the project level will really help.
  4. Allow project tasks to be organized by stages.
    Whether it is just to 1) allow a project to have distinct sections of tasks, 2) to allow tags for each task, or 3) to build a stage property into each task, this can really help with projects that require plans in stages. As a simple example, campaigns can have pre-campaign and post-campaign tasks.
  5. Allow project tasks to have status, too, so marketing projects can be shown in board format like sales tasks, which brings me to my next suggestion.
  6. Combine Project Tasks and Sales Tasks or allow us to create a dashboard with all tasks in one place.
    Currently, Project Tasks and Sales Tasks are in two different places - This is very inconvenient for users who need to use and manage tasks on both ends. For our team, no matter who it is, everyone has project tasks and one-off tasks. Project tasks are created in the project, any one-off tasks are created as sales tasks. We have to manage in two different places.
    Besides team members, management also can't pull project task reports on all team members to see the overall workload, let alone having a single view of all the tasks on the team. 
  7. Allow project task due date to automatically populate/adjust based on the completion of another task. For every project, if a task due date is moved, it can subsequently affect all task due dates afterward. Having a dependency helps all teams manage the project and tasks. It can be "Due after _#_ Days when _Task Name_ is completed."

Overall, in my opinion, the project tool can really use some TLC. It can be so much more useful than just a checklist. So please Hubspot! These are definitely some functionalities that we can really use!!!

HubSpot updates
3 Replies
Regular Contributor

This is a great summary @davidpan - thanks for putting this together.  We badly want to use Hubspot's Projects as part of the ecosystem and yet we keep hitting walls that not only leave us in need of a different solution but leaves us wondering if anything in Hubspot is truly fleshed out and vetted before it's launched.

 

As we've said in our office "Some of this is just 101 level stuff"

 

Hubspot - pay attention to your customers' needs and wants.

Occasional Contributor

This is a top quality idea. I couldn't agree more with the list, and the reasoning behind each point. I sincerely hope HubSpot takes note of this post, because at this very moment, the tool itself really is a glorified checklist.

Regular Contributor

Thank you, @Rob-NWB and @aaronjyen.

 

And not to be all crazy, but if this is important and helpful to you, please do ask your team members to upvote this as well so we can get as much support as possible! (I slacked everyone on our team for support myself. Even though a small team, every vote counts!)