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?
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:
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
Agreed. We have semi-regular tasks (birthday phone calls, etc.) that recur every year. It would be nice to be able to have recurring tasks.
@Kimberly I agree, reoccurring tasks would be great, however, I did want to mention that if you're a marketing customer with access to workflows, you can setup annual tasks by using a workflow. You can create a property based workflow centered about, for example, a birthdate and select the option to reoccur annually. You can add a step in the WF of "Create a Task". This will reinitiate the workflow each year based on that property and set the desired task.
Hmmm... that's an interesting idea. I might play with it a bit, although it is not as straightforward as just having recurring tasks, it might be a workaround to use in the meantime. Thanks for sharing!
I'm wanting to schedule a reminder for myself each Friday using the 'task' function on a customer's account so I can be reminded to go in and make adjustments for her weekly order. I've been told this isn't a thing yet, so I'll have to do it on my iPhone, but it would be awesome to have it integrated into Hubspot so I can have everything under one hood
That only seems to allow for annual recurrence. Is there another workaround for monthly or weekly tasks?
Recurring tasks is a pretty stock-standard feature of any task management soution; it makes no sense to use a very limited (only offers a yearly recuring task) and complex 'workaround' which isn't even offered on every level of the platform.
Yes we need this!
Also dreaming of the ability to create Gantt charts, dependencies in HubSpot. I was a huge fan of Wrike when I used it.
We would like to have the ability to create recurring tasks as well.
Great idea. Currently scheduling Google Cal events for bi-weekly/monthly reminders, and would love to have this all in HubSpot.
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