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.
Hey, I would also really happy to know if there are any workarounds yet? Since the feature already got presented in a screen shot, Is there a timeline for it?
This is GREAT, thanks. I use recurring tasks almost every day so this would be very helpful to have this feature active. Any idea when it might become active?
It would be helpful to have a way to have a task repeat, in a way that alllows you to mark it complete, but then resets at an interval daily,weekly, etc. and a way to track completion or if something was missed x number of days during the week.
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.
I've been given access to the beta for this, which is a great start, but it still doesn't quite solve our problem.
We want to be able to create recurring tasks for the generic contact owner, and it seems that with this beta I would need to create a recurring task for each owner individually. Thus, it would be more efficient for me to fudge a couple of workflows together than to use this beta in its current form... which is a shame. Having some integration with workflows, or the ability to set tasks for generic record owners, would be of huge benefit to this feature.
Re-upping this. As a 5 person biz Hubspot is great for a lot of things, but there are often features (eg: Repeating Tasks) that mean our cost would jump something like 600% for the professional version (of which we really only need that one simple function). I understand this is in Beta, but at this point it's forcing us to use other tools (like google calendar) to accomplish this.
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