HubSpot Ideas

JVeirs

Log activity without completing task

It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time.  This would allow ease of updating / moving tasks without having to create a new task every time you want to log an activity.  Significant time saver.  Thanks.

HubSpot-Updates
Status aktualisiert zu: Being Reviewed
July 10, 2022 03:27 PM

Hi Community,

 

Thank you for all the continued feedback on this issue. I'm updating this from 'Delivered' to 'Being Reviewed' as I can see from a number of comments in the issue that it is still not possible to complete the 'Log call' action without also completing a Task. The initial update that was delivered only allows for Calls to be completed separately from Task completion if you are making the Call from the HubSpot CRM... IE: when using the 'Call' function rather than the 'Log a call' function. 

 

We are reveiwing this issues in 2 ones.

 

1. We are reviewing the concept of "Connecting" Tasks to Activities such as Calls and Emails at a larger scale, and decisions made here could potentially resolve this issue as a result. 

2. We are reviewing this issue directly in the event that we cannot solve the larger issues related to the interplay between Tasks + Activities, in which case we would provide a similar solution to what you see for the exsiting solution when making a Call directly from HubSpot.

 

I'll continue to review comments as they come in. One question I am curious about at the moment - when creating these Tasks intiially, are you also having issues with the fact that these Tasks always default to the 'Call' functionality (to call directly from the CRM)? Would a better solution include an additional option to create a 'Log call' task as opposed to a 'Call' task? 

 

Status aktualisiert zu: Delivered
March 15, 2021 12:23 PM

Hi HubSpot community - it is now possible to log calls or send emails without completing tasks while running a task queue!

 

Scott_judson.png

 

Thanks for the feedback here and let us know if there is any other questions/feedback. 

 

Thank you,

Scott

76 Kommentare
Status aktualisiert zu: Being Reviewed
glencornell
HubSpot-Produktteam

Hi Community,

 

Thank you for all the continued feedback on this issue. I'm updating this from 'Delivered' to 'Being Reviewed' as I can see from a number of comments in the issue that it is still not possible to complete the 'Log call' action without also completing a Task. The initial update that was delivered only allows for Calls to be completed separately from Task completion if you are making the Call from the HubSpot CRM... IE: when using the 'Call' function rather than the 'Log a call' function. 

 

We are reveiwing this issues in 2 ones.

 

1. We are reviewing the concept of "Connecting" Tasks to Activities such as Calls and Emails at a larger scale, and decisions made here could potentially resolve this issue as a result. 

2. We are reviewing this issue directly in the event that we cannot solve the larger issues related to the interplay between Tasks + Activities, in which case we would provide a similar solution to what you see for the exsiting solution when making a Call directly from HubSpot.

 

I'll continue to review comments as they come in. One question I am curious about at the moment - when creating these Tasks intiially, are you also having issues with the fact that these Tasks always default to the 'Call' functionality (to call directly from the CRM)? Would a better solution include an additional option to create a 'Log call' task as opposed to a 'Call' task? 

 

simon-smallchua
Mitglied

This is great news it'll help reoganise thousands of tickets into tasks for us if it can be done. There should simply be a check box next to the button to complete a call log, that says "complete task", which you can then untick or tick and it stays that way until you change it again. (kinda like in email)

 

In terms of defaulting to call or log call, no major difference for us - we can't call from Hubspot because we're using it in developing countries like Cambodia and Bangladesh and Hubspot doesn' offer calling there - we would LOVE to make calls from HS - but we don't really notice an issues with log call vs. place call maybe as a result of that limitation.

ADoumont
Mitglied

Definitely essential to keeping the flow of sequences! 

SSpanier
Mitglied

Completely agree, the completion of the task messes up our sequence flow by automatically moving on to the next action when most of the tasks are calls not notes...

BStefl4
Teilnehmer/-in

Upvoting this. My team needs to be able to create Notes, Log Calls, Send Emails, etc within a contact record that has an associated task WITHOUT having to also mark the task as complete. Right now, if a task is associated to a record, we cannot create Notes, Log Calls, Send Emails, etc within that record without also completing the assocated tasks. this is a huge issue for our daily workflow. Thanks

CarlosM
Mitwirkender/Mitwirkende

The fact that adding a note automatically completes the task is one of the most stupid things I have come across on HubSpot - it's over a year since this issue was raised and it still hasn't been fixed. This would be like my kettle turning itself off because I leave the kitchen and it assumes I no longer want a hot drink. That's the best analogy I can come up with, sorry.

CarlosM
Mitwirkender/Mitwirkende

The fact that adding a note automatically completes the task is one of the most stupid things I have come across on HubSpot - it's over a year since this issue was raised and it still hasn't been fixed. This would be like my kettle turning itself off because I leave the kitchen and it assumes I no longer want a hot drink. That's the best analogy I can come up with, sorry.

MFisher5
Mitglied

@CarlosM, I 100% agree. The fact that this is still an issue is mind-boggling. We have workflows based on task completion, and not having this option means that deals are getting moved around when they shouldn't be moving. 

DShepherd
Teilnehmer/-in

Can this be fixed please - my agents are having to open a new window to add notes outside the task.

DavidSPW
Teilnehmer/-in | Elite Partner

This came up today with a new client. This is creating extra work for those who actually use the task management feature. Since most people don't use it, it doesn't get reported as often. This is a big issue HubSpot, please fix asap.

DavidSPW
Teilnehmer/-in | Elite Partner

Anyone using HubSpot task manager, which is an excellent product, for sales tasks will quickly discover that requiring a task to be completed when trying to enter a note on a record with an active task associated with it is a huge PiTA. Please get this reviewed and fixed asap. 

 

Regarding your question @glencornell , the best option would be to include a setting that allows users to choose what they prefer to be the default task type. Whatever is the quickest is best solutinon. I suspect it is nothing more than a few lines of code that can be removed. So far I have not had complaints about the default being call.

jamabryan
Teilnehmer/-in

This is absolutely critical for us. If a call is made and not connected, we need to keep the task to remind to call later. Or in the case of quarterly calls, we want to keep the task and change the due date. Why is this basic functionality missing? It seems like it was available at some point and now it's not. 

CDevoto1
Mitglied

Submitted a year and a half ago, 25 upvotes, and still zero response from HubSpot on this simple request.  Not a good look.

MKröner7
Mitglied

There has been an update recently and now when we work in a task queue, it's not possible to call someone using hubspot calls without completing the task. That's super annoying, because we always have to create a new task when we didn't reach the customer on the phone.

Please take a look into this again. The recent changes did make it worse for us. We want to be able to call someone without having to complete the task.

Thanks

EMangrum4
Teilnehmer/-in

Please get this fixed. In addition to the comments above, we often have multiple open tasks for a single contact and so it is very difficult to determine which task it is wanting to complete.

SStrickland
Mitglied

Our organization would greatly benefit from this fix.  We are experiencing the same issues as other users, and these issues lead to extra work and ultimately costs us time and resources. Please consider implementing this as soon as possible.

JosieCpoz
Mitglied

Would love to see the option to be able to log activities for a contact (like a call) with a task scheduled without having to complete the task at the same time.  This current system is very inefficient.  Any updates on this?  I see it's "being reviewed" as of July 2022, but not much info since then.

NPW
Mitwirkender/Mitwirkende

Hello All,

 

if you haven't already, please follow & upvote this thread: https://community.hubspot.com/t5/HubSpot-Ideas/Log-activity-without-completing-task/idi-p/349636

NPW
Mitwirkender/Mitwirkende

Upvote.

 

Need the ability to Log a Note without it automatically completing the task. 

MHIEZ
Mitglied

Cette problèmatique très handicapante au quotidien a été remonté en 2021 et aujourd'hui toujours aucune solution apportée c'est bien dommage.