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
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We are looking for ways to improve "Set Tasks To Repeat". The main way that we improve and get better is by being guided by our customers. If you are interested in influending the future improvements to "Set Tasks To Repeat", please fill out the below survey. We will use the collected information as our guide and potentially reach out to some of you so that we can gain a deeper understanding of your feedback.
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.
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.
@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.
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. 🙂 Thank you!
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.
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?
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.
Thanks for providing a forum where I have the chance to influence change in software that I love!
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.
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.)
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.
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