When using Task Queues the object record displayed, i.e. Contact, Company, Ticket, Deal, was the object that the task was created from. Now if a Company record is associated with the Task this will take precedence and the company record will be displayed. This means that you then have to find and click on the related deal to view the task and relevant information to complete the task. Company is probably the least relevant object to show by default when completing tasks. This should be the object that the task is relating to, or at least have a standard that it is the contact record that is shown by default.
... View more
Hello, I use hubspot tasks daily and create about 100 a day. It fills up my inbox with reminders unless I delect them one by one. I'd love for their to be an option to turn off the default of having a reminder created for every task.
... View more
Dear HS-Community, with every task me and my teammates set the reminder 15 minutes before due, so we have some time to prepare and stay available. I would love to see a default setting to set the reminder XX minutes before due, so we don't have to set it manually with each task.
... View more
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact or deal has more than one task associated. Can you add the filter for this option please?
... View more
Our team uses the Tasks feature to assign tasks to one another. We have trained the team to review their Tasks page frequently so they make sure to complete everything that is on their board. Since last week, users opening the Tasks page are being defaulted to "Due today" instead of "Open Tasks". This is causing users to not realize they have tasks assigned to them up until the due date. I would really like to set the display defaults for this Tasks page for my entire team, as well as view/edit the status of a task (In Progress, Waiting, etc) in the table view mode.
... View more
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.
... View more
I have workflows set up for our deals to flow through. One of the tasks is to assign a second team member (a sales engineer, in our terms) to the deal because they will have a couple of tasks throughout the workflows. The Deal Owner (our sales rep) will have 95% of the tasks. I need to be able to limit the "notifications" that are going to the second team member everytime the Deal Owner completes a task - it is overwhelming since they work with multiple reps on multiple deals. I cannot turn off their notifications because then they will miss their own tasks. Thoughts? Direction?
... View more
We need to have permission for some properties to vary depending on the user. Currently available in Hubspot is object level permission (i.e. for each user, define what he can do with all properties of contacts, deals or companies, etc.). We need property level permission (i.e. for each user, define what he can do for each property on contact, deals or companies, etc.) Use case 1: some contact properties affect how the commission of deals belonging to those contact will be computed. Only users with specific privileges (e.g. managers) should be able to edit the property defining this. Without this available, we are at risk that a sales rep edits this field to increase its commission. Use case 2: one contact property defines the expected deal value of a deal if one is ever closed. This affects the priority of the contacts. This value is computed outside of Hubspot by analysts and is then mass-uploaded. Hubspot users have no need to be able to edit this value. The same way some properties can only be edited by Hubspot, we need some properties to only be edited by admin / special users. Note @ Hubspot: - Users will need to be grouped, probably in teams. Then permission will be given to a team - Properties may or may not be grouped into groups having the same permissions.
... View more
I think it is important and would be beneficial if you could customize the default task screen so that it not only shows tasks Due Today, but those that are Overdue as well so you don't lose track of the overdue tasks.
... View more