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

186 Replies
Occasional Contributor

I agree, recurring task is quite good to have.

We had in our previous Program recurring tasks, and we were using it on monthly and weekly basis.

It would be really helpful to have it.

Visitor

Really good idea, would be super useful for us to have reoccuring tasks! 

Occasional Contributor

+1 on this thread, would be super useful for us to manage our customer success calls with our clients.

Occasional Contributor

Sure would be nice if HubSpot would update us on this request that is over two years old. Especially since they are increasing rates without a feature that other CRMS do easily. ? 

New Contributor

I agree with the last post.  Surely this isn't a difficult fix - could HubSpot provide an update on this? 

 

Speaking on behalf of a company which is trying to run it's whole CRM processes through a single system this is soon going to prove unacceptable. 

New Contributor

Absolutely. This would be super useful!

Visitor

I need that too. Please, consider adding that to the platform.

Occasional Contributor

I agree!  Will eliminate the need for using HS for tasks but Outlook for reoccurring tasks.

Visitor

Agree - even simple options like annually, bi-annually, quarterly, monthly would get the job done. I have several free personal apps that do this so would think it would be a relatively simple addition with tons of value.

Occasional Contributor

We, too, could use reoccurring tasks. They are particularly helpful with regards to prospecting a client that needs regular touches. 

Status updated to: In Planning
HubSpot Product Team

Hi HubSpot Community!

 

Scott from the product team here. We're actively building recurring tasks and excited to be rolling this out in the coming months.  

 

Here's a sneak peak of how it will work:

Recurring_Create_3.png

 

 

If you're interested in getting beta access to this feature once it's available, please take a moment to fill out this short beta form: https://forms.gle/LcatVcGESGDp1qAE8

 

Thanks!

Occasional Contributor

Great news! We look forward to this feature!

Regular Contributor | Diamond Partner

YES! God, YES!

New Member

Same here. I found this feature in much simpler CRMs that I've used before. I'm surprised no one thought of it here.

New Contributor

So.....we're not calling them Ticklers....right?

Regular Contributor

@fletch23 I mean, you can call them whatever you fancy, haha. 

Regular Contributor | Diamond Partner

I'm starting to consider other vendors because of this functionality. I know that its already in closed beta, but this is hurting our operation critically. I love HubSpot but this is a very basic feature that we need, and having to search for workarounds with zapier and even HubSpot itself giving us a hardtime by not allowing cycles in workflows has made me very frustrated. So I'm searching for Service/Success alternatives for us.

Regular Visitor

Very excited for this!

New Contributor

Great to hear. Will recurring tasks be available to all account types i hope? Its a pretty standard feature. 

New Contributor

I agree this is something necessary, especially if it's a 1 off task i want to re-occur as a reminder.