HubSpot Ideas

TMann09

More Details to fill out when creating follow-up tasks

When you are in the process of creating follow up tasks I would love to have more added flexibility in defining the follow-up tasks such as assign it to different person or add additional notes to the follow-up tasks directly as the follow up tasks are being created.
This would be instead of having to go to the deal, open your newly created task and then manually edit it there.

This would add efficiency during the creation of follow-up tasks 

2 Replies
Jnix284
Most Valuable Member | Elite Partner

I like how simple it is to add, but it would be nice if it took you directly to the task so you can edit from there. Maybe the button allows you to send and open task, much like you can click the send button to chose send later.

CarlMumford
Member

Completely agree on this - our reps need to add detail as to the focus of their follow up call so that they know why they are phoning them when the task becomes due.