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
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. 

Status updated to: In Planning
Oct 14, 2019

Hi HubSpot Community!

 

Scott from the product team here. We're actively building recurring tasks and excited to be rolling this out in the coming months.  

 

Here's a sneak peak of how it will work:

Recurring_Create_3.png

 

 

If you're interested in getting beta access to this feature once it's available, please take a moment to fill out this short beta form: https://forms.gle/LcatVcGESGDp1qAE8

 

Thanks!

204 Replies
JoyceSaintCyr
Member

This is something that would be greatly helpful. what's the status of addign this to the tool? Please help! It takes a lot of time for team members to continue adding reoccuring tasks. 

Will-Connelly
Member

Yes, we definitely need to figure out recurring tasks. I am trying to set reminders for my team to create and send out monthly reports so the workaround for every month would need 12 tasks per client (one for every month), not ideal

karen
Contributor | Gold Partner

DITTO! HubSpot, please add this functionality.

 

 

KevinHuan
Member

This could be a very useful function.

SweetbayDoula
Member

Placing my vote for this as well!

bradyujm
Member | Partner

We have several monthly tasks we'd like to receive recurring notifications for. Please make this happen! 

jammerx
Member

Me 2 Cat Happy

jwalery
Participant

Totally agree with this idea.  I would like to put a task for a recurring marketing team meeting.  Or planning meetings for an upcoming event.  Or a regular review meeting of our social media efforts.  So this is a great idea.  Improving the calendar should be a focus of the HubSpot team.

Cocoonfxmedia
Participant

Agree this is very useful and other CRMs offer this as standard on free packages

HarvestROI
Contributor | Platinum Partner

Please add recurring task option to Hubspot calendar. This would be such a help.  Not everything is digital, so I am using this for setting up a recurring deadline for my graphic designer to have print ads in on deadline and have the ability to add notes for the creative concepts so he can work ahead.

4M
Member

I'm also new to Hubspot and coming from another CRM and reoccuring task are essential for ongoing reminders, needs, etc.  Please advise on how we may accomplish this?  Thanks!

Harith
Member

I am a new user to Hubspot as well. 

 

Please do implement a reoccuring feature for tasks and schedules as it is a tedious process to do this manually especially for small departments who do not have a lot of time doing this manually.

DMM
Participant

I would agree - we need to set-up reoccuring tasks for specific deal stages to ensure certain task activities are taking place. Would like to see HubSpot add this feature.

Ho_Kai_Cheng
Member

Hello,

 

You can use workflow to help you. Please refer to this discussion. https://community.hubspot.com/t5/HubSpot-Ideas/monthly-recurring-emails/idi-p/10977

JDArobin
Member

We're a brand-new Hubspot customer and I also can't believe they don't offer recurring tasks. I come from ACT CRM (which is rather antiquated) and we've been able to do that as well as have a tickler pop-up for years. Having to manually put the same task in over and over makes no sense. We switched to Hubspot because supposedly everything was going to be automated so we wouldn't have to do things over and over. 

OrgRon
Member

For the tasks, an option that they are automatically recreated when they are completed.

 

Example Task: Pour flowers in the office
Date: Monday
Recurring: weekly

m3medic
Member

Yes this is a must!  I work in sales and we place a lot of orders that take our distributors and manufacturers a long time to fill.  I try and follow up on some of those weekly but do not need to do that will all of my orders.  Having a reocurring reminder like in email or calenders is essenctial to the follow up process.  It is great to respond to custmers about their orders BEFORE they have to ask!  In fact, I feel that is a halmark of CRM!  Hubspot has been great for the most part but this option would push me closer to giving it a stellar rating!

 

 

PBones
Member

Hi there

Any update on this?  Looks like lots of people asking for it, but no response from HubSpot for some time.

Thanks,

Petra

edjusten
HubSpot Employee

Hi @PBones  Any updates will be communicated through the Ideas Forum post. I'll reach outot the dev team also and see if I can glean any insight. 

 

Thank you,

Ed Justen

edjusten
HubSpot Employee

Hi @PBones  I've reached out to the dev team. At this time, there are no plans to add a recurring task feature. Please continue to monitor the ideas forum post for further comment.

 

Ed Justen