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
idaeldiaz
Participant | Partner

yes!!

SianB
Participant

I am very surprised this isn't a feature already as it's available on all task managers and similar CRMs - My whole team are DESPERATE for this as it's vital for your regular tasks, would save so much time. Keeping my fingers tightly crosed that we see this soon 🙂

NickS
Participant

+1 for this

Dawn1
Participant

This will be a vital feature for my weekly and montly tasks.  I look forward to seeing it soon.Smiley Happy

PabloR
Participant

 +1

this is an essential feature

EstherB
Participant

This would make my life so much easier! 

rphillips
Participant

That should be a basic function. We can't really use this CRM without it

samanthapico
Member

Please please please implement an automatic recurring task set up.

Heleneimagera
Member

Agreed. I need reocurring tasks for my sales team !

Valery
Member

This function is an asolute must for us as well.

 

Thanks in advance

DKMT
Member

You have my vote on this, it would be of geat benefit.

jilwilso
Member | Gold Partner

Recurring tasks needed ASAP please.

mguyetsky
Participant

This is an absolute must feature when will it be available

taralindawillis
Member

Yes - we would use this all the time to remind ourselves to check in with customers periodically! Please add. 

gordhs
Participant

 +1

MelISM
Member

Please hubspot, we need this

BrandonH
Member

Please add

BrandonH
Member

Please have this added ASAP

phillyuser
Member

 Yes

IvanBond
Member | Partner

we need this!!!