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からのアップデート
ステータスに更新: 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? 

 

ステータスに更新: 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

80件のコメント
mikegays
メンバー

Currently when working through a task queue, when you log an email the only option is to "Log email and complete task". I have found that in most cases, I want to log an email but not complete the task so a really helpful button to add would be simply "log email" and keep the "log email and complete task" next to it.

 

Currently if I log an email I then need to go to the task list and uncomplete the task HS has automatically completed for me which is a pain and may be missed from time to time.

 

Email Log Task Queue.JPG

JennPape
投稿者

Often when I'm working through my task queue, I'll call a prospect and not be able to reach them.  In this scenario, I'd like to bump my task due date forward to try again the next day (or a few days later if I've left a voicemail).

 

I do NOT want to have to create a new task every time, because then the account activity is cluttered with completed tasks that really didn't advance anything forward.  

I've noticed that as of today, the new Task Queue feature allows you to click a button in the top banner to "Reschedule", however the Call window still only has the option to "Save Call and Complete Task".  If I try to reschedule the task before saving, it will adjust the date, but it'll still mark the task as complete (which means I have to go and uncheck it to mark it as open again).  

Please update the call button to just "Save Call" - or add a second button to "Save Call and Reschedule Task".

new task queue bar.jpgsame old save and complete task option.PNG

 

 

lapID_silas
メンバー

 

Hey guys,
in our case the option to use task queues needs a little improvement.
At the moment it is possible to skip tasks after starting a queue. But if you want to save a note (e.g. absence or availibilty of your lead) or if you want to document an unsuccessful call via "log a call", you are forced to complete the task (even if it is not completed).

A second option would be really useful here. If you could add a second button "log a call & skip task" or "save note & skip task" the problem would be solved.
At the moment there is the only option to stop your queue, save your note,  go back to your task dashboard and start the queue again you are looking for.

log a call with no answerlog a call with no answer

zyll71
参加者

I fully second the comments above. The current (new) behaviour has been a source of major inefficiency. Now, if the required workaround described above is forgotten, we risk loosing leads and thus deals.

biosrx
メンバー

I definitely agree! If a task is to connect with a new client, I don't want to complete the task if I only left a voicemail. I hate having to constantly create new tasks when I didn't complete the first one

rwong
HubSpot Employee

Hi team, upvoting this on behalf of a customer! Task queues are great for going over call tasks, but as what other users on this thread have shared, it would make users' lives easier if there's on option to "Log call" without marking the task as complete for calls that didn't get through. This will help log call attempts, yet allow tasks to be left "open" to be picked up on later.

 

Would be cool if the modal is smart enough to display the "Log call & complete task" if call had Connected, but offered  both "Log call" and "Log call & complete task" option if the call outcome was anything else.

bjames
メンバー

I agree with all of this. Just because I made a call or sent an email doesn't mean the task is complete. Having to uncheck and reschedule each task is a big time waster for me on a daily basis. 

JennAtSimple5D
メンバー

Still waiting for this to be fixed...

AGarrity
メンバー

Hello, At Capstone we use the HubSpot dialing feature.  We make calls on the go, from different states/#'s and it is a very useful feature.  However, when you do not "save a call and complete a task", the phone system will no longer recognize the phone number that you are trying to call from.  Also, when creating a new note, it will also require you to "complete your task" upon saving.  In this Agency, we work off of the same task and do not create new tasks. These are 2 functions we would like to move on from.  We would like to be able to "Save a Call" and "Save A Note" without having to touch our task.  It causes more steps then needed.  Please advise on how we can resolove this so we can use Hubspot to our best capabilities and not have to use work arounds, which allows us to work less efficiently. 

MastersFred
参加者

This would be a great feature! As I'm working thru my call queue, I can't save my activity of leaving a voicemail without marking the task complete.  I have to either create a new task or look for the task in the timeline and uncheck it, then reschedule

 

Save activity and continue (w/o marking complete) would be a huge time saver

AlexEurecia
メンバー

It would be really nice indeed. 

Maybe having 2 buttons would work : "log and complete" and "save and skip"

like this ? 

 

AlexEurecia_0-1611156769315.png

 

Will42
参加者 | Platinum Partner

"Would be cool if the modal is smart enough to display the "Log call & complete task" if call had Connected, but offered  both "Log call" and "Log call & complete task" option if the call outcome was anything else."

 

No.  Don't force the user to complete the task, period.  Don't force them based on parameters, at all.  

The fact that these are tied together in this way is a design flaw.  This idea is just making a design flaw slightly better, but still adhering to the underlying problem of requiring users to do something they don't want to without any real benefit or reason.

 

"Maybe having 2 buttons would work : "log and complete" and "save and skip"

like this ? "

 

That easy, offer both buttons regards.  Problem solved; design flaw solved.

 

MSchmitlechne
メンバー

It would also be great if you could connect the eMails from the Activitiy Feed to a certain task.

marcher2
メンバー

Definitely a fix I'd love to see. Much more convenient than having to navigate to the contact's record every time you want to leave a note. 

ステータスに更新: Delivered
sjudson
HubSpot製品開発チーム

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

marcher2
メンバー

Scott, 

 

This is a great fix. Can the same be done for creating notes as well? Currently creating a note within the task queue forces you to complete the task.

 

Thanks!

berNslol
メンバー

This is a great fix but it needs to be done for the notes as well, please.

Juan_Monedero
メンバー

Definitely need for notes too, please. 

berNslol
メンバー

Hi Hubspot Community,

We really need to be able to Add notes to a lead without having to complete the task.

It's the same change that was made for the Activities (very welcomed, thank you) but for the notes.

We should be able to add notes and choose if we want to close the task or not, not close the task by default. Something like this, but for the notes:

Captura.JPG

 

Many of us asked for it on https://community.hubspot.com/t5/HubSpot-Ideas/Log-activity-without-completing-task/idi-p/349636
@sjudson you are summoned.

I'm certain this change would save a lot of time to many organisations.

Thank you.

 

Best regards,

Carlos

 

 

Juan_Monedero
メンバー

Indeed very much needed.

Otherwise it's a mess, uncompleting the task, then re-scheduling...

It breaks the expected smooth flow.