Task Templates for Easy Task Creation

It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates instead of needing to manually create each follow-up task.

 

Thanks for the consideration!

 

-David

HubSpot updates
18 Replies
HubSpot Product Team
HubSpot Product Team

@davharts thanks for the feedback! I'd love to hear more about what types of tasks you are commonly creating. Could you describe some of the most common tasks you are creating frequently? 

davharts
Occasional Contributor

@blodge sure thing! Some of the most common that jump to mind are:

 

  • Proposal Follow Up - Sent proposal a few days ago. Confirm receipt. See if any questions have come up.
  • Check In on Discussions - Prospect was discussing proposals internally with the team. If no word, check in to see how those conversations are going.
  • Follow Up on Voicemail - Left a message a few days ago. If no word, send an email follow up.
  • Follow Up on Resource - Sent a resource a few days ago. If no word, confirm receipt and see if they'd like to set up a time to discuss.

 

Things like that. Each would need a bit of customization, but generally I'd say ~80% of my follow up tasks could be templated. It would be great to have a few key ones available in a dropdown that would populate the task fields and allow for editing.

 

Let me know if I can provide any more insight.

andresbruzzoni
Occasional Contributor

Agree with this! had the same idea today. 

Creating tasks sometimes take a lot of time. When I use it for cold calling I usually have to create a task and: 

- write the name (always is follow up)

- set due date (always is 2 working days) 

- Set type (always is call)

- Eliminate reminder (hate reminders)

- Put them in one of my queuse (usually calling queue) 

 

maybe I have to do this 50-60 times a day... so imagine the time I would be saving! 

 

Kimberly
Regular Contributor

I'm on board with this idea (especially for deals). Would love to have a template with 7 or 8 tasks that happen for every deal and then just add it so the group of tasks pops up automatically. 

TheKrull
New Member

I re-agree. I have several tasks associated with each step of the Sales Cycle (ProActive Selling) and would welcome an easier life by being able to create templates for easy creation and duplication. 

 

In fact, I'm using a 3rd party project mgmt platform (that has task templates) because the time investment in creating new tasks is greater than using 2 platforms. 

TaugenX
New Contributor

I re-re-agree. Tasks are surely a time-killer especially if you want to "power through" a lot of calls. Please prioritize this feature!!

 

PS: User 'andresbruzzoni' mentioned his task-type is always set to 'call'. How can I change this? Obviously, it must be configurable, since mine is always set to 'to-do' but I WANT it to be 'call' like in this case.

SDRHinton
New Contributor

Agree!

 

We recently switched over to HubSpot and we love it, we do however have the same problem, specifically when sitting in a call que. If I make a call to a new lead and there's no answer, I'd like to be able to use a task template to quickly create a new task with the correct que and title already filled in (for example). 

 

This feature would probably save our sales reps around 3 hours/week, at least. 

HubSpot Employee
HubSpot Employee

Would be great to see this as a new feature! 

 

Our use case is that we create the same tasks for every contact, as they go through the same flow. Having task templates would make this process easier and quicker for our users. 

 

(Submitted on behalf of a customer)

drwillchiro
New Contributor

This would be HUGE and help me make the switch from another CRM (that does automated/templated tasks)

 

We primarily sell memberships, so most deals have the same tasks (process billing info, followup/satisfaction survey, renew contract, send birthday card, etc)...manually creating these takes a ton of time and it makes sense for them to be automated or at least templated.

ess
New Contributor

It would be very helpful if you could create a custom task template to assign to a deal. I have the same tasks that I use for every deals and I have to manually add them each time I create a deal. It would be VERY helpful if there was a tamplate I could create that could just be assigned to the deal.