Integrating Project Tasks in Marketing with Tasks in Sales
We are setting up our internal team management with Hubspot and looking into using Tasks. We find great the Tasks functionality in Sales as well as Projects in Marketing. It's a pity they do not communicate.
I understand that currently Project Tasks on the Marketing Platform and Tasks on the Sales Platform are two separate functionalities designed for different purposes. As I understand Project Tasks were designed to organize internal processes for the team such as creating and maintaining a Campaign, or content creation. They are separate from Tasks on the Sales Platform, which were designed to keep track of communication between users and individual contacts throughout the Sales process.
In reality things are not so easily distinct and it's a pity they are not integrated. It would really help to be able to add Project Tasks into my general Tasks backlog. In essence, they are quite similar and it would help me to manage team work globally. I imagine using Projects to plan campaigns or other actions and then detail it into specific tasks added into Sales Tasks, the latter being the reference for Tasks management.
Hope this suggestion can be adressed !