HubSpot Ideas

Barry

Recurring Tasks

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
December 13, 2021 08:41 AM

Hello HubSpot Community, 

 

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. 

 

https://forms.gle/cnw4hHp4rSTiYQzz5

 

We appreciate your help and look forward to connecting with you.

Gordon

November 08, 2021 05:19 AM

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

Delivered
September 17, 2021 07:52 AM

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

In Beta
February 08, 2021 01:36 PM

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

In Planning
March 05, 2020 09:36 AM

@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. 

235 Replies
KMcKinnon
Member

Can this feature also have the ability to bulk assign recurring tasks & include the ability to write notes in the bulk assign field?

KLöfdahl
Member

@sjudson It's been months since "it's being rolled out in the coming weeks". Any movement yet?

I'm holding off on development until this is doable so I don't have to rebuild everything later.

polle
Participant

@sjudson this would be a 🔑 feature for the workflow we want to set up for our team. I filled in the form, would be thrilled if we could join the beta!

CMeese
Member | Partner

@sjudson Any update on this feature?

bsm007
Contributor

We are looking for this solution as well.

michelangeloWN
Member | Platinum Partner

@sjudson , I have just filled the form to get access to the beta in our portals and in a customer portal. Thanks

LFerrari
Member

@michelangeloWN Hey - I can't find in this thread where the form is to request access to the beta. Could you share with me where you found it? Thank you!

michelangeloWN
Member | Platinum Partner
LFerrari
Member

@michelangeloWN Thank you very much!

bbolton08
Member

Any update on this?

Thanks!

Rangrachel
Member

Hi all! Just wanted to voice out that it'll be great if this can be extended to tasks in marketing campaigns. 

NadiraFant
Participant | Diamond Partner

This is a great idea!

rwong
HubSpot Employee

Hi team, I see the value of this idea and think it's great that we now have the ability to manually make a task which repeats weekly/monthly.

 

I believe it'll be even more powerful if this feature could be extended to the bulk creation/editing of tasks! I'd created another Ideas thread here for tracking purposes: https://community.hubspot.com/t5/HubSpot-Ideas/Bulk-editing-options-for-repeating-tasks/idi-p/445737...

GBetancourt
Member

Hello HS Team. I just signed the google form. Is there a way to know when this feature is going to be avialable?

 

Thanks!

KLöfdahl
Member

I submitted that form ages ago and have not gotten any response. So it's a bit irritating when HS claims "we now have the ability to manually make a task which repeats weekly/monthly". We don't!

michelangeloWN
Member | Platinum Partner

Me too! I submitted the form a month ago, but unfortunately no answer. Any chance to have a feedback?

LanaTDC
Member

Is it possible to get this working for bulk task making also?

JWegman
Member

Hi@sjudson, any development on this?

MichaelC
Guide | Partner

@sjudson Where can I submit beta feedback?

DawnLouiseKerr
Member | Diamond Partner

would love to have this function also - can i be added to the beta testers please?