HubSpot Ideas

DBredengerd

Select "Task Type" when creating a task from an email, call, etc.

HubSpot provides a checkbox option to create a follow-up task as you're completing calls, emails, and other tasks. The 'Edit' link next to the checkbox provides for several options to configure regarding the task except for selecting the "Task Type." Tasks are all created as To-Dos by default, requiring users to go back to the task and change it to a Call or Email. Please add a dropdown for each task type (in addition to allowing a default "Task Type" to be onfigured).

1 Reply
froettgen
HubSpot Employee

This would be a nice addition to all users who rely on follow-up tasks and also want to track their task and activity types. 👍