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
09-25-2019

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
changed to: In Planning
08-01-2019

Require task completion before progressing a SequenceHubSpot Product Team
10-01-2019

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
08-01-2019

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
10-01-2019

The form link should be working now! Thanks for catching so quickly Smiley LOL

Require task completion before progressing a SequenceHubSpot Product Team
a week ago

I'll be sending out an email confirmation in the next day to all those that signed up for the beta! We hope to have this in beta within the next 2 weeks!

Require task completion before progressing a SequenceHubSpot Product Team
10-02-2019

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

48 Replies
cbasaing
New Contributor

Hey Glen, super excited to sign-up for the beta of this feature! One problem is the link isn't working for me. Anyone having same issue?

wdeperi
New Contributor

Link to sign up for the Beta isn't working

HubSpot Product Team
HubSpot Product Team

The form link should be working now! Thanks for catching so quickly Smiley LOL

Jdoyle
New Contributor

I would like to signup for the beta testing but do not see a link to do so. Please help. 

HubSpot Product Team
HubSpot Product Team

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

cbasaing
New Contributor

Did anyone receive the beta to test yet? I signed up but haven't heard anything just yet.

HubSpot Product Team
HubSpot Product Team

I'll be sending out an email confirmation in the next day to all those that signed up for the beta! We hope to have this in beta within the next 2 weeks!

mandeep
New Contributor

@glencornell I had gotten my sales director to sign up for the beta. She's since departed from our company and I'm unsure where that notification will go to get our company signed up for the beta. Please advise - I want to jump on this asap when it's released.