Recurring Tasks

Is it possible to create reocurring tasks, such Ticklers?  I like to set-up ticklers to contact  certain customers on a regular basis.  Is this possible in Hubspot?

 

Barry

HubSpot updates
148 Replies
sylina
New Contributor

Yes, I would completely agree! We definitely need a re-occuring task option. It has become quite tedious to make tasks for 1 year for 1 client. For example; on the Veterinary side of our business, we currently have a handful of clients that have an a/r account. Many of them want me to pay off their account at the begginning of each month. I have to set manuel reminders every month for the year to look at their account at the end of each month. We're a small business, my time is very important and it's time consuming to set up multiple reminders for each A/R account. But that is just one issue, I visit my veterinary clinics a few times a week and and monthly sometimes more for training, lunch and learns etc... The option to create a re-occuring task would make a huge difference for me (and I'm sure for many others) along with saving a ton of time. 

Maryke
New Contributor

I would love to see this functionality

J_Mensink
New Contributor

We need this to execute our process!

J_Mensink
New Contributor

We need this too.. It would be very helpfull for our process.

SarahN
Regular Contributor

I quadruple support this idea. Recurring tasks would be wonderful and seems pretty basic to a CRM. As of right now, I would have to create a workflow with 1,000 tasks just to have it cover the lifetime of the customer. On that note, it would also be nice to be able to clone a task when creating a WF.... but I guess if you're recurring we wouldn't need that. 

smthgclvr8
New Contributor

+1 on this. Crazy that this has been a request for years. Come on dev team!

miseman
New Contributor

I absolutely support this idea. If we are managing contacts, once someone has indicated they are interested in buying, it would make sense to reach back out to them on some recurring basis. A recurring task would appear to be a standard feature for a CRM.

marykeytours
Occasional Contributor

It's been two years - is there any hope of getting this feature?  

SarahN
Regular Contributor

They're releasing a "go to" option for reconnecting branches on Workflows which can actually be used for this function. For example, you would be able to have two events set and then at the end of the WF, have it go back to the first event and restart indefinitely. You can follow the other thread here: https://community.hubspot.com/t5/HubSpot-Ideas/IF-branches-reconnection/idc-p/287448#M39948

AndrewCox
New Contributor

Yes please!!  This would be a complete game changer for us. We'd like to use Hubspot for all of our task management and recurring task is fundamental to this.