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

Atualizações da HubSpot
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

Status atualizado para: 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

Status atualizado para: 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

Status atualizado para: 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. 

236 Comentários
bsusan
Membro

YES PLEASE! Would take a lot of work out of things for our users. 

mpenn
Participante

Has there been any update on this topic? We would benefit greatly from this feature. 

BryceHarenburg
Membro

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!

willcurran
Top colaborador(a)

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.

eig
Membro
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!?
Anonymous
Não aplicável

Yes, we need this desperately!

 

We provide services for clients with a customer success manager and need a recurring task to call them every month!

angiehabz
Membro

Would love to see the feature!!

ODWJohn
Membro

Couldn't agree more. Please do this!  It seems to be a simple fix. 

Aristotle
Membro

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. 

 

 

Ingleslenobel
Participante

yes please. 

MattGoodrum
Membro

This function is an asolute must for us, please can you add this in to your development plan asap guys and girls 🙂

 

Thanks in advance

AlexandraR
Participante

So simple and so necessary, definitely need this (and being able to assign tasks to >1 person!)

adammcnamara
Membro

+1

GarrettK
Membro

+1 we could really use this for our social media strategy, and other reoccuring tasks. 

ajgilchrist
Membro

We need this.   We were surprised we cannot assign recurring taks already in Hubspot. 

LaniNimbler
Membro

Yes we really need this, I currently use todoist as well to remind myself of tasks, if I can have it centralised in one place that would be great. 

L-J_Winning
Membro

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!

KiwiJen83
Membro | Parceiro Platinum

This is a serious limitation to us being able to use the tool for project management.

JPowell1
Participante

Definitely needed 

loungelizardmac
Participante

A lot of people need this feature!

When will we have it?