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

174 Replies
New Contributor

 Yes! I have daily tasks for specific clients that should appear daily so we can check them off. Thanks!

Occasional Contributor

Absolutely needed and I'm disappointed that something so obvious is not in by default.

Occasional Contributor

 Still continues to blow me away that this isn't available. Has really made me start to regret moving over to hubspot 

New Contributor

Please add this feature!

Occasional Contributor

I would love to see this feature too.  I'm very surprised that it's not already there.

New Member

It would be awesome to be able to setup reoccurring tasks in Calendar.  There are so many things that my team do week to week and I would love to not have to enter those every week.  Smiley Happy  Thank you! 

Occasional Contributor

Yes! This ^^^^

New Contributor

HI Iam new here and was wondering if there is a simple way to set a reccuring task on set days per week

New Contributor

Please add this feature to Hubspot. I have been able to integrate nearly everything into one tool but I still have to have two different task apps, Hubspot and Todoist. It would be much easier for my team and less confusing to have recurring tasks in the same place as all the other tasks. 

HubSpot Employee
HubSpot Employee

Hi @DistinctEdge Welcome to the Community. Recurring tasks are not yet possible in the Sales Hub. You're not hte first to ask however. Can you head over to this Ideas Forum post and add your feedback? 

 

Thank you,

 

Ed 

New Contributor

Two clients have asked me about this feature. Since it's something that's readily available in other CRMs and I could use it myself to streamline assigning recurring tasks, I thought I'd chime in and ask for a little help. Robot Happy 

Thanks for providing a forum where I have the chance to influence change in software that I love! Heart

New Contributor

Would love to have this.  Help me get all daily tasks done.

New Contributor

Currently evaluating HubSpot...

This is a basic feature that I can't believe is missing from a CRM in 2017.  I would like to assign daily/weekly/monthly/quarterly tasks to reps and am shocked to see this is not possible.  

Occasional Contributor

Yeah, I have to say it is a super limiting part of the main CRM. Even a lot of basic list programs/apps can do it 

New Contributor

Does anyone at Hubspot know when this will be implemented?  Currently evaluating CRM's and looking to make a decision shortly.  

New Contributor

If it isn't possible to have the feature itself, is it possible you create an integration with one of the many dedicated task management systems out there so that tasks created in them can be sync'd into HS Sales? (Toodledo, Wunderlist, etc.)

New Member

Having reoccurning tasks would really help us manage the entire sales process in Hubspot

New Member

We would also love the ability to have recurring tasks.

New Contributor

Please add recurring task option to Hubspot. This would be such a help. 

 

Thanks,

Occasional Contributor

This is a must have for a CRM, many things depends on recurring tasks, recurring reminders etc.

Though I believe we can setup an automated workflow to create a task, however this is really heavy process, when it should be matter of making a task recurring directly in each task, just as Google calendar do it for example.