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

87 Replies
Mike-EBA
Member

Still an issue, very frustrating and a very odd piece of UX design!

Johanna25
Participant

Upvote on a lot of the comments above.

We need to be able to choose to log comments or send emails without completing a task in a task queue by default, instead of having to use the drop down every time. 

JemmaJorel
Member

Being able to make a note in a deal without completing a task would make Hubspot work SO much better for us. I have to "x" out the task on the top bar, refresh the page to be able to save a note without completing a task. Very frustrating to the workflow. Could you just put 2 buttons so there would be one click instead of a drop down?

ViveCPR
Member

This is still an issue!  We cannot log a call without having to complete the task.  This feature was not designed with the user workflow in mind.   Hubspot, please fix this!  What a waste of time to have to click back to the task, and uncomplete it every single time.  

SSquad
Member

Given the last update on this still current issue was over 2 years ago, are there any updates on this? As others have said, it's a pain to log a call has taken place with it autmatically logging taak as complete which is not what we want. Thank you.

ViveCPR
Member

@glencornell @sjudson @hubspot  Would you mind sharing an update on this issue for all of us, please?

PaulMcKenzieNZ
Member

I was surprised when I searched for a solution to this issue to find somany people in the same boat, and no reaction from HubSpot. I have used many CRM systems over the years and this is the only one that forces you to complete a task when all you want to do is make notes on the attemped contact and postpone the task.

HubSpot, please provide a fix so that a task does not have to be completed.

 

Thanks