Use personalization tokens in Tasks

It is odd that contact tokens are not available when creating a task from the contact page. 

 

I want to include the email and phone number in the body of the task so I can start executing on the task from the summary page, without clicking into the contact. 

 

I get around this by using up a precious snippet, but would rather not

HubSpot updates
2 Replies
ramatoG2
Regular Contributor

Yes, would love to see personalization tokens added to Tasks, especially since we can use them virtually everywhere else. 

 

Also agree about Snippets -- Snippets is an okay workaround, but not ideal since the process is clunky and requires extra steps. 

LucasM
Regular Contributor

When creating tasks for a contact through either sequences or workflows there is the ability to add a personalization token to the task. This would be very useful when looking at the tasks that a person has to complete.