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?
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.
@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.
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.
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.
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.
@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.
