Task on multiple deals

Hi

  

I want to select multiple deals and 'create tasks' (To-do's) with e-mail reminders.

Right now it is only possible to do on one deal when you go into it. 

 

 

 

 

 

 

HubSpot updates
2 Replies
PYarahuan
Occasional Contributor

Same need at Contacts section.  when creating task for the contact, task should include from the beginning, or allow to add all deals that he/she is involved in, so it appears on each of the deal's timeline.

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

Hi @Rasmusjoergense ,

 

You can create tasks for multiple deals if you navigate to the Deals page in your portal. From here, select the Deals you'd like to create tasks for and then click the Create Task button. This will create a task for each of the deals you selected.

 

Best,

Caitlin