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Require task completion before progressing a Sequence

Scott from the product team here. 

 

In Sequences today, task completion is NOT required before progressing onto the next step in a sequence.  For a sequence with multiple email steps, call tasks, and social touchpoints, this means that if a task step is not completed, future emails and tasks will still get sent or created. 

 

We've heard from our users that there should be an option to require that a task be completed before sending the next email in a sequence, or before creating another net new task. 

 

To solve this, we're evaluating support for this feature in Sequences:

 

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If you're interested in talking with us more, or getting early access, upvote this post and we'll let you know as soon as it's available. 

HubSpot updates
Require task completion before progressing a SequenceHubSpot Product Team
hace 2 semanas

This work is currently in development. 

 

@OfferZenBrett  - we hope to have a closed beta ready for this in the coming weeks. I'll update the post here and create a very short sign-up form (email and HUB ID) to give early access to anyone that would like to be a tester for this feature. 

Require task completion before progressing a SequenceHubSpot Product Team
hace 2 semanas

Hi Sequences Community!

 

We are now collecting beta sign-ups for this feature. Please fill out this form to be part of this beta.

 - We are currently only taking Sales and Services Professional and Enterprise customers for this closed beta.

 

Note:

  • Several dozen of you that have reached out directly and are already included, but filling out the form will be helpful for our team
  • I have included a survey question to this form that again will also be very helpful for our team as we continue development
  • This work is still in development, I will update here once the beta is live

 

Thanks everyone!

- Glen

Require task completion before progressing a SequenceHubSpot Product Team
changed to: In Planning
hace 2 semanas

Require task completion before progressing a SequenceHubSpot Product Team
hace 2 semanas

Hi Community!

 

We are priotizing this work in the coming weeks and plan to have some prototypes ready for feedback. If anyone would like to participate in our usability testing, or provide extra thoughts and context to how this problem impacts your process, it would be great to hear from you!


Please message me directly and I will reach out when we are ready to schedule calls!

Require task completion before progressing a SequenceHubSpot Product Team
hace 2 semanas

The form link should be working now! Thanks for catching so quickly Emoticono riéndose a carcajadas

Require task completion before progressing a SequenceHubSpot Product Team
hace 2 semanas

I believe the comment with the link is now on a previous (4) page in the thread comments. Here's the link: https://docs.google.com/forms/d/e/1FAIpQLSe5prpMcY_8LrHzhx3wET1BKKm9QyBQs8r28K0rHiHopkLCDA/viewform

45 Comentarios
cbasaing
Asesor destacado

My team really needs this feature! It's hard to use the sequencing feature otherwise and we're now looking for a 3rd party sequencing tool that messes with my call flow. Help please!

hilton
Visitor

Yes we need . this please Hubspot!!

 

bfarr
Regular Contributor

@cbasaing  Can you let me know if you find something? We're in the same position. I had a nice chat with Glen (product at Hubspot) and it's coming up, but we're feeling the pinch as well.

HubSpot Product Team
HubSpot Product Team

Hi Community!

 

We are priotizing this work in the coming weeks and plan to have some prototypes ready for feedback. If anyone would like to participate in our usability testing, or provide extra thoughts and context to how this problem impacts your process, it would be great to hear from you!


Please message me directly and I will reach out when we are ready to schedule calls!

HubSpot Product Team
HubSpot Product Team
Estado actualizado a: In Planning
 
johann7777
Visitor

I have been needing this badly for the last 2 years. Excited they are working on it. Can't imagine it being that hard of a fix.

OfferZenBrett
Regular Contributor

@sjudson 

 

We recemtly moved to Hubspot and I'm trying to replicate the sequences we use Outreach.io in Hubspot sequences - so that we can stop using Outreach.io and only use Hubspot. 

 

But I'm being blocked because of how hubspot sequences don't require for the task to be completed before moving on the the next step. 

 

How do I opt in for early access for this? 

HubSpot Product Team
HubSpot Product Team

This work is currently in development. 

 

@OfferZenBrett  - we hope to have a closed beta ready for this in the coming weeks. I'll update the post here and create a very short sign-up form (email and HUB ID) to give early access to anyone that would like to be a tester for this feature. 

OfferZenBrett
Regular Contributor

@glencornell Awesome! 

 

Really keen to be on that beta testing list!!! 

HubSpot Product Team
HubSpot Product Team

Hi Sequences Community!

 

We are now collecting beta sign-ups for this feature. Please fill out this form to be part of this beta.

 - We are currently only taking Sales and Services Professional and Enterprise customers for this closed beta.

 

Note:

  • Several dozen of you that have reached out directly and are already included, but filling out the form will be helpful for our team
  • I have included a survey question to this form that again will also be very helpful for our team as we continue development
  • This work is still in development, I will update here once the beta is live

 

Thanks everyone!

- Glen