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
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? 

 

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

41 Replies
berNslol
Member

I’m afraid it’s still the same :(--

MAemisegger
Participant

Same here

leejon
Member

yes, I need this back as well, only want to log call, I DO NOT WANT TO COMPLETE TASK

KSchmitz
Participant

We are experiencing it also and it's been very frustrating that it is like this now.  I hate that it now makes you complete the task, we want to leave it open.  This was not like this when we first started with hub spot and now a bunch of our tasks were closed out and our sales guys didn't realize they were doing it.   Can we get rid of the "Log call and complete task button"  and just go back to log call?  I don't want to open up another task.

MFisher5
Member

This is still an issue for our workflow. Is it currently possible to log a call or email without completing the task? 

serlim
HubSpot Employee

Hi everyone,

It looks like the abiity to to log a call without completing the task is only available when we actually place the call via HubSpot's call tool. The steps are: 

  1. Create a task with type Call.
  2. Navigate to the contact record and call the contact via the tool.
  3. There will be a prompt to either 'Save call and complete task' or 'Save call' only.

    It would be great if we could do this via the 'log a call' action, without actually placing the call via our call tool. I worked with a customer who wants to log calls (and not complete tasks) but does not use HS' calling feature 🙂
simon-smallchua
Member

Sorry sjudson I don't know what your talking about or your screenshot.  It looks great butthere is no button with options like you've shown when we have a task queue and there is no setting anywhere in Hubspot to change this.

We also feel like it's very strange to have 'complete task' by default, because often logging a call includes the busy, no answer, wrong number, options which means the tasks clearly isn't complete.

Also, when you check the 'create follow up task' this doesn't let you edit the new task name, and because we've created our tasks from a workflow which has additional steps based on the completion of this task creating a new follow up task breaks that entire logic.

 

Capture.JPG

MFisher5
Member

I don't understand why this is still an issue? Why can HubSpot not give the option of not completing a task when entering notes, emails, or calls. 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. 

KMelrose
Participant

This doesn't work for me - I'm still only getting "log call and complete task" with no arrow or other option. Does anyone know how to get this to work the way Scott's "Delivered" post says it is supposed to?

LPigoso
Member

Any advance here? We're facing the same problem in my company

JZimmer
Member

I'd like to chime in and ask that this functionality be added to manually logged calls as well, please.

glencornell
HubSpot Product Team

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
Member

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.

BStefl4
Member

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
Contributor

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
Member

@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. 

DavidSPW
Participant

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
Participant

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. 

MKröner7
Member

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

JosieCpoz
Member

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.