HubSpot Ideas

lrn24

Task Due Date Time

When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing. 

Actualizaciones de HubSpot
May 03, 2021 02:52 PM

@Anonymous though it was intentionally left out initially, we are now working to have task creation preferences apply to follow up tasks as well, so no need to create a separate idea for it now. Stay tuned for that update coming soon. 

Estado actualizado a: Delivered
April 28, 2021 07:28 AM

Hi All,

 

Now you can set your default due date/time and reminders for tasks created from the CRM. To do so, head to Settings>General>Tasks and set your preferences. 

 

For more information on how to set task creation defaults, see this knowledge article.

 

Thank you!

Scott

Estado actualizado a: In Beta
April 15, 2021 06:45 AM

Hi HubSpot Community,

 

I am pleased to announce that now in beta are task creation defaults. This will enable you to customize your default due date, due time, and reminder when creating tasks through the CRM. If you're interested in getting beta access, please submit your information here

 

Screen Shot 2021-04-15 at 8.37.27 AM.png

Estado actualizado a: Being Reviewed
March 18, 2021 05:53 AM

Hi all,

 

Thanks for the spirited discussion around this one -- all points have been well made. We are actively working on a solution that will enable you to set your own custom default due date and reminder for tasks. As soon as it is ready for beta, I will post again here. 

 

Thanks for your patience,

Scott

Estado actualizado a: Being Reviewed
April 28, 2020 06:56 AM

Hi HubSpot Community,

 

Thanks for the thoughtful commentary on this particular idea. We've since changed the default task due time to be 8:00 am. 

 

We are also working to remove the "Due Time" requirement from tasks altogether. This will make it such that tasks only need a "Due Date" but not a "Due Time". I am changing the status of this idea to Being Reviewed as our team scopes out this work. 

 

Thank you,

Scott

January 14, 2019 10:55 AM

Sorry to hear about the frustration. One thing I wanted to clarify, it seems there's been a little confusion between what the due date and the reminder date are doing.

 

For the comment "Who wants to be reminded of the tasks they were supposed to do that day just before they're about to go home"

 

The reminder date/time is separate from the due date/time. For example, by default the task is set to be due at 5pm, and the reminder to be sent at 8am. In this case, you would be reminded at 8am, not 5pm. 

 

The idea behind setting the default due date to 5pm was that you give yourself until the typical end of business day before that task is considered overdue. If the time was set to say 8am, as soon as the start of business, your task would be in red and considered overdue. 

 

At any rate, we've been getting similar feedback from customers in other channels, and we are going to change the default time from 5pm to 8am.

 

As to having the ability to set a default time, this is something our team can look into. 

 

Thanks for bringing up your feedback. 

176 Comentarios
sk0si
Colaborador

This idea seems to be in "Review". Maybe someone here has the same requirement as I have created in this idea, so you're invited to upvote if you think it's a useful idea. 

 

It's about to use personalization token to set due date of tasks in workflows. 

 

Here you'll find my proposal / idea: https://community.hubspot.com/t5/HubSpot-Ideas/Enable-personalization-token-to-set-due-dates-of-task...

BryanWatkins
Miembro

Would love to see the task due date time-of-day requirement able to be removed entirely or default to a specified time of day (other than the system default).

 

As an example - In working through deals, the "next activity date" field is automatically cleared once the task default time of 8:00AM is passed, even if the task is not complete.

dgillies
Miembro

It is important to be able to call prospects before 8 am when gatekeepers start.

JoanL
Participante

Being able to change the due time in a manually created task would be really helpful, especially when creating tasks associated with booked meetings. There is much more flexibility with the timings of the meetings tool, yet it's not possible to create manual tasks that match the times. 

netaffinitymaja
Colaborador

It would be great to have an option to set up default values ourselves rather than using pre set 3 days and 8am

SheilaOBrandCo
Miembro | Partner

I like that I can set a task when sending an email or logging a call and customize the follow up date right away.  However, I would also like to select the time of the follow up task.  My Hubspot defaults to 8am. I don't even start work until 9am so my phone blows up with reminders before I am working (distracting noise), and I deal with offices all over the country.  I would like to select the time based on the timezone they are in so I don't have to worry about calling someone on the west coast before they are up in the morning!

beezwings
Miembro

The problem with changing the default due-time to 8am is that people haven't started working by that time. I think a user should be able to set the default due-time. This is very frustrating for my client.

rvzello
Colaborador

Actually, I would like to keep the ability to set a due time on a task in particular within workflows: that way I can set a task to be due a set number of minutes or hours after a certain workflow executes, which would be very handy for ensuring response time SLAs.

CophieSollins
Colaborador

Also agree - It would be helpful if the task "due date" default (now set to 3 business days) can be changed by each user 

lriggs
Miembro

I wish we could choose to "follow up in 1 hour" so when we call someone and they're not in now - but returning to the office shortly - we can still have a reminder to call again today

larissanorton
Miembro

If default task due date can be customized that would be super helpful for our team. Thank you !

Naureen
Miembro

Yes please! This would be extremely helpful, I am not in by 5pm therefore this makes it so that I miss all my tasks for the day because I don't get notified of the assignment until I have clocked out. 

AKuzmicheva
Miembro

that feature is an absolute must, I can't believe Hubspot doesn't allow this flexibility - I spend so much time adjusting each task time... Workflows are great, but not everything falls under them.

rightutility
Participante

Hi there,

Please let the user have the option to determine the default due time for the tasks please. For example, 8 am doesn't work for us at all, most tasks are due by 10 am. I suppose it will vary from sector to sector. Having a quick setting should let us have the freedom to choose ourselves.

Shouldn't be too difficult to implement as loads of other applications there. Changing every task from 8 am to 10am is indeed a tedious task 😞

HRichany
Miembro

I'd like to add by trying to describe the steps i take everyday, dozens times a day .
lets say im adding a note to a contact log and checking the box of add a task. there's a 3 working days as defulte (it will be great if we will be able to set our own defult). usually i need to change it so i click on that and a window opens with the options tomorrow, 2 days, 3 etc. but it set to mon-fri and i work sun-thu so i always need to go to custom and its frustrating.
last but not least - lets say i choose tomorrow (or even the defult of 3 days or whatever option there is). its Automatically choose 8am and most of my tasks needs to be comleted a bit later than that. 

i'd appreciate if you add a feature allow us users to define our own working days & hours and default settings since your product is being used worldwide and cross sectors. 

 
imorrell
Miembro

Wow 4 years later and no solution to a simple important ask, is anyone listening at HubSpot. Any have experience with other CRM's

busdav
Participante

This is definitely a must if Hubspot wants users to use Tasks! Those additional clicks to change e.g. the due time just add a perceived TON of work and it gets very frustrating. 

JKoepkey
Miembro

I hope this is still on someone's radar with Hubspot. I would like to set a default reminder time for my tasks at 5:00 on the due date with no reminder. This should be an available setting for each user. It's a pain to set a task with the automatic follow-up suggestion, then switch screens to go into that task and change it's time/reminder.

RobertLundsten
Miembro

Good idea!

AAcq
Miembro

100% agree, and you should be able to have it default to not automatically set an email reminder because right now it's just a totally unnecessary step to disable the email reminders for each task.