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
Recurring TasksHubSpot Product Team
changed to: In Planning
10-14-2019

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!

148 Replies
Kimberly
Regular Contributor

Agreed. We have semi-regular tasks (birthday phone calls, etc.) that recur every year. It would be nice to be able to have recurring tasks. 

HubSpot Employee
HubSpot Employee

 @Kimberly I agree, reoccurring tasks would be great, however, I did want to mention that if you're a marketing customer with access to workflows, you can setup annual tasks by using a workflow.  You can create a property based workflow centered about, for example, a birthdate and select the option to reoccur annually.  You can add a step in the WF of "Create a Task".  This will reinitiate the workflow each year based on that property and set the desired task.

Kimberly
Regular Contributor

Hmmm... that's an interesting idea. I might play with it a bit, although it is not as straightforward as just having recurring tasks, it might be a workaround to use in the meantime. Thanks for sharing!

ScottBrio
New Contributor

Hey guys,

 

I'm wanting to schedule a reminder for myself each Friday using the 'task' function on a customer's account so I can be reminded to go in and make adjustments for her weekly order. I've been told this isn't a thing yet, so I'll have to do it on my iPhone, but it would be awesome to have it integrated into Hubspot so I can have everything under one hood Smiley Happy

 

Scott 

vmcgee
Occasional Contributor

That only seems to allow for annual recurrence. Is there another workaround for monthly or weekly tasks?

Paula
Occasional Contributor

Recurring tasks is a pretty stock-standard feature of any task management soution; it makes no sense to use a very limited (only offers a yearly recuring task) and complex 'workaround' which isn't even offered on every level of the platform. 

alliehoffman
New Contributor

Yes we need this!

melissarandall
New Member

Also dreaming of the ability to create Gantt charts, dependencies in HubSpot. I was a huge fan of Wrike when I used it. 

 

 

Anu
Regular Contributor

We would like to have the ability to create recurring tasks as well. 

 

 

pklugman
New Contributor

Great idea. Currently scheduling Google Cal events for bi-weekly/monthly reminders, and would love to have this all in HubSpot.