Recurring Tasks

Barry

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

203 Replies
Tancilou
Member

Yes! I would like to see a dashboard calendar setup with recurring tasks already preloaded for me. I don't love reinventing the wheel for the same task. But I love Hubspot!!!

accortdr
Participant

@sjudson Has there been any developement on this request? Would you be able to provide a rough timeline for when we could see this feature released? 

 

Thanks!

Status updated to: In Planning
sjudson
HubSpot Product Team

@accortdr recurring tasks are currently in development. I can't yet provide a timeline for when the feature will be delivered but this will be the first place I update once the feature goes into beta. Thanks for your patience as we work on building recurring tasks. 

Monna
Contributor

Hi sjudson,

We are really really looking forward to this feature.

I am always grateful for your help.
Thanks.

alcatrav
Member

Yeah, really need this in order to make the switch. Currently using Asana for recurring tasks which is really powerful. Great for day to day operations. Not sure how we would manage this in HubSpot currently.

Draper3000
Participant

Is this feature still coming?...  It's May and the 'set to repeat' feature still doesn't seem to be here.

JDobbin
Contributor | Partner

We just gave up and we're using a different system to set repeating tasks. Really its a shame.

sbacookie
Participant

I would be ideal with a way of making tasks repeat itself. Let's say you have sold a product to a client that demands you do something on the same date each month. 

 

Right now you would have to create each task (not being able to clone tasks) and set them for the future date. 

 

So it could be cool with a function that makes a task repeat itself. 

sz9t52
Member

Recurring tasks are a basic function in most CRM and should certainly be included in Hubspot.

sbacookie
Participant

@sz9t52 it is not - confirmed by Hubspot support. 

sz9t52
Member

I know it is not currently available - my point was that it is a basic function in most CRMs.

 

There is another idea submitted for Recurring Tasks.  It has 364 Upvotes - it says it is in Planning...

sbacookie
Participant

@sz9t52 gotcha. Thanks for the heads up. Will go and upvote it 🙂

mikeatmongoose
Member

Agreed. The queue is OK, but I'd like to mark each task as complete rather than leave it unmarked and rolling. 

Rafeh
Member

are recurring tasks available now on the hubspot, if yes can I create a workflow for deals to enroll them into recurring tasks?

SWilsonA4u
Contributor

@FIAInterpreting Here is the main thread where I got the link from I sent you. Hope this helps.

dant
Member

We also need this functionality pretty badly so adding my voice to the thread. It seems like it has been a long while since requested.

 

I was going to write something up in lambda and create the tasks through the API but it does not even look like hubspot API has that capability.

LY
Member

I'm so glad to hear this is being developed! My team was using Todoist before we got started with HubSpot, and the fact that HubSpot isn't as flexible of a task manager has slowed and complicated the transition a lot. Currently, we have tasks that are directly tied to pipeline movements on HubSpot,  but have to switch to other task managers to check general weekly and monthly task lists. 

MarcPozzuoli
Participant | Partner

@sjudson Any Chance you'll be consolidating Project Tasks into the Tasks page at the same time? 

 

Here is my use case:

1. New Sales Rep joins the company

2. We point them to HubSpot and copy a project template over to onboard them which includes items like HubSpot Trainings, Installing the Mobile App, Connecting their inbox, Filling out their benefits paperwork, etc. 

3. Sales Rep starts getting new leads assigned to them to call

4. Sales Rep can go to the Tasks page and see all of their tasks and due dates in one place

 

Some of those tasks we would want to be done right away, others like the benefits have longer term (say 90 days) due dates.  

 

Currently, I don't see a way to consolidate tasks in this manner.  If this is out of scope please comment and I will create a new Idea and see if this has any traction.  

 

Regards,

 

Marc

 

sunainam
Member

Is there updates on this? 

Can we create reoccurring tasks? 

louisedizazzo
Participant

This is a great idea, when can this happen, please make it soon.