HubSpot Ideas

berNslol

Log notes without completing the task

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

 

 

17 Replies
Juan_Monedero
Member

Indeed very much needed.

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

It breaks the expected smooth flow. 

ReganB
Participant

Yes would LOVE this. 

HWahlström
Member

Very needed feature

advmxx
Member

This is a necessary change! Would be very helpful

 

LY
Contributor

I don't understand why the option to complete a task by saving a note is even prioritized. This has never been what I'm trying to do when leaving a note at the same time as using the tasks tool. I always have to go back and un-complete the task.

TPlainchamp
Member

Very good idea !!

NKeuper
Participant

absolutely needed

SarahX
Contributor

Very much needed, couldn't be too hard to add!

ADoumont
Member

Definitely essential to keeping the flow of sequences! 

SSpanier
Member

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...

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.

DShepherd
Participant

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

DavidSPW
Participant

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.

CDevoto1
Member

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

EMangrum4
Participant

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
Member

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.

NPW
Contributor

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