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

HubSpot updates
3 weeks ago

Hello @Alexb111,

 

You should be able to see "set to repeat" in a couple of areas in HubSpot.

  1. When creating a task from a company or contact record, you should see the "set to repeat"
  2. When creating a task from the task app, you should see the "set to repeat"

Screen Shot 2021-11-08 at 8.17.40 AM.png

Status updated to: Delivered
Sep 17, 2021

Hello HubSpot Community,

 

I am happy to announce that repeating task is live and available to Sales and Service starter customers or higher. I would love to hear your feedback on this feature. Feel free to DM me with feedback. 

 

Thanks,

 

Gordon

Status updated to: In Beta
Feb 8, 2021

Hi HubSpot Community, 

 

Scott from the product team here. I'm happy to report that repeating tasks are now in a private beta. We'll be slowly rolling this out over the coming weeks. If you've already requested access to the beta, be on the lookout for the feature in your account in the coming weeks. 

 

Thank you,

Scott

Status updated to: In Planning
Mar 5, 2020

@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. 

230 Replies
arihn
Member

@sjudson - Have recurring tasks been rolled out to everyone? Based on your latest update it looked like they were being rolled out in February. 

The_Stig
Participant

I was in a chat room with @Amandine and she suggested I post my feedback about the "repeat" beta feature here so @sjudson , here goes.

I learned that the a new task will be generated even if the previous task in the series has not yet been completed. I'd have expected the opposite situation in which the next task creation step would need to be dependent upon the previous task's completion status (I.E. Completed). This seems like it could easily scale into a runaway task creation backlog. I'd encourage there to be a max of 2-3 new task generations to be implemented as I can imagine a short 1-2 day repeat window could get out of control quickly and challenging to clean up. Ideally, I'd have a setting choice about the dependence on task completion status and/or switch the default rule to be task complete dependent.

 

Oh and when I start a task that's a "call" type of task, the "repeat" function generates a "to-do" type of task. I'd have expected the task type to have duplicated upon new task generation and that it'd match what the seed/initial task type was.


Lastly, it may be nice to have a batch update function in the Tasks scene by which I could turn off a bunch of "repeat" functions on multiple tasks at once. In the event it is getting out of control, I'd rather use mult-select and edit to stem the tide or pause before going OOO, than clicking each manually.

Net net, this is a nice feature and it's a pretty clean implementation. I do like how it inherits the Task queue list. That's a real pain to deal with from a Sequence send UX and from the "edit" on an active call during task completion. Thanks for all the hard work. HubSpot rocks!

GMauck
Member

Hubspot clearly doesnt care about clients - this is obviously a necessary requirment and has been requested since 2017 - it is still in Beta 4 years later. 

IvanaZS
Member

Woah, almost 5 years of customer inquiries and it's finally in beta!
Hooray!
Shame on you, Hubspot, for taking so long 😜

elizabeth2
Participant

I see this is in beta now when I manually create tasks - is it possible to roll out to workflows as well?

Status updated to: Delivered
Gcone
HubSpot Product Team

Hello HubSpot Community,

 

I am happy to announce that repeating task is live and available to Sales and Service starter customers or higher. I would love to hear your feedback on this feature. Feel free to DM me with feedback. 

 

Thanks,

 

Gordon

ce-uhoh
Member

How do I sign up for the beta for recurring tasks?

SKluge
Participant

@Gcone I see the "set to repeat" when creating a task, can this be automated through a workflow?

ie:  deal reaches stage x which triggers a recurring task?  I don't see the repeat option in the workflow task creation settings.

Thanks

Alexb111
Member

Where do you see "Set to Repeat"?  I dont see it and I have a Sales Starter and Service Starter Account.

Please advise 

Thanks 

 

Gcone
HubSpot Product Team

Hello @Alexb111,

 

You should be able to see "set to repeat" in a couple of areas in HubSpot.

  1. When creating a task from a company or contact record, you should see the "set to repeat"
  2. When creating a task from the task app, you should see the "set to repeat"

Screen Shot 2021-11-08 at 8.17.40 AM.png