Need to have recurring tasks for marketing projects in marketing hub. Let's say that weekly I need to submit a status report or do time entry or review my analytics. There should be a way to do this so I don't have to create a task in a project, assign it to me and assign it a date. A recurring project might be nice as well such as end of month items. I have a template for that but seems silly to have to create a new project from a template when I know that it needs to be created every month.
Weitere Ideen mit folgender Beschriftung anzeigen:
Agree on both recurring tasks and projects. Another thing I'd like to see is being able to schedule tasks based on the project due date. Example: project due date = 1/1/21, task #1 due 30 days prior to project due date, etc. That way I don't have to go in and schedule each individual task every time I use the template.
How about task status? (customizable list is ideal)
How about custom color options for marketing campaigns?
How about more task types? (a customizable list would be ideal)
How about a custom object that allows us to copy the Marketing campaign object for other processes?
The alternate solve for this is basically using the current custom object (which allows us to copy deal functionality for other process), but it is missing a calendar view that allows us to filter by any property.
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