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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.
I agree with everyone here. This is a very important and necessary feature. Right now, I am having to schedule recurring reminders in Google Calendar. You can also use Zapier, but that can be tricky if you are on a free account, and it is also not at all easy or intuitive. Devs, please work on this!
Definitely need this feature. Just when it gets completed recreate it for however far away someone wants. Similiar to the follow ups feature in the CRM.
Hi Ed! Why don’t you actually plan to think about it...?! It would be really helpful and your customers are asking for it. I guess you should not answer whether there’s any plan, but to figure out how will you come up with the solution. Isn’t it!?
Please, please, please. We need this. Even as a re-enrollment to the same workflow. I need Hubspot to tell team members that they haven't done things they're supposed to be doing, and then remind them on a daily basis if they haven't done it.
I completley agree. Being able to set reoccuring tasks for clients each week will allow me to set reminders and record my activity against those tasks without having to set this restrspectively. Would be great to have this functionality added soon!
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