HubSpot Community - HubSpot Ideas

lgil

Hi Everyone! It would be very useful to have an option to import all objects from a HubSpot account to a HubSpot account so that the read only properties get the existing values and there is no need to create custom properties. This feature would be very useful when merging HubSpot accounts.

MWilson6

We often have several team members working on a task together. When each user comments on the task, it's difficult to see which user is commenting and at what time they added the comment. It would be a great organizational step to include the time stamp and user name display when a comment has been added.

bosko

I want to be able to set a task limit per day and for any tasks that go over the limit get pushed to the next day

TzviLi-Med

Is it possible to create a 'vacation mode' for users in which tasks and emails are temporarily assigned/sent to a second user without fully reassigning user one's ownership of deals?

AFiederling · ‎Jan 13, 2021

So far it is only possible to comment on notes but not tasks. You can edit the original task text though (which makes no sense) and mark it as complete. It would be great to get some communication flow in here. Would make it much more easier to have a chat with other team members / developers etc.

TCabellan

When selecting multiple tasks, you can change the title, for example, for all the selected tasks. However, once the new title is validated, all the selected tasks are deselected. This was not the case before. The problem? The problem is that when you want to make several mass changes to the same tasks, such as changing the title, date, type, priority, etc., you have to reselect all the tasks one by one each time. Furthermore, if you have a filter in progress, when making a modification, the tasks can exit the filter, making it impossible to reselect them to continue changing attributes.

miikkaj · ‎Jan 13, 2021

Currently, I can create contact/company lists based on Internal Meeting Notes Call notes Email body Note body... But not based on Task notes. This is against any logic or systematicness, so please fix this.

JMcCullough

I would like to see the ability to create and enforce field dependencies. So if you check a box or select an option of a picklist, there is another field that pops up as a result. (i.e. there are 2 deal types, you select 1 and then fields for that deal type pop up that you don't need if you were to have selected the other). Also, I'd like within the deals to be able to require updating of fields based on the deal type. (i.e. if the deal type is X, you have to complete certain fields at closed/won)

hktango · ‎Jan 11, 2021

Relaying a much needed feature to be back: In need for the ability to select "create task to follow up in X days" directly in the Conversation Inbox. Currently, this feature is only available in the Contact page and therefore is quite inconvenient for teams who handle customer conversations in the Inbox and need to set up a reminder to follow up. Original post see here: https://community.hubspot.com/t5/Sales-Hub-Tools/Create-tasks-from-Inbox/m-p/398704#M5242

dmaxwell

Just a suggestion, but for those individuals who are keyboard oriented and just want to make a quick comment / email, task, etc.. would be very helpful if the first TAB after text entry would by design go to the 'Save' / 'Send' / 'Create' button. (next TAB could always be to the button options) Saves having to go the mouse each time; or having to tab 10x times to get past the formatting option buttons; easily save 1s per email/comment/task,etc.... Take number of emails/tasks/comments/etc... created in HubSpot in 1yr (assuming 100k customers, with 10 users each and 100x emails / mo) and this would save say 1s per action... 38yrs of people having to go back/forth to mouse to save/send,etc.. Believe that is conservative; but you could literally be saving lives!

Import objects from HubSpot to HubSpot accounts

Adding Time Stamp and User Signature to Task Comments

Task Limit Per Day

Vacation mode

Comment on tasks

Select several tasks, modify the title, unselect the tasks

Enable creating lists based on Task Notes

Dependent fields on deals

Creating tasks from Conversation Inbox

Navigation for comments / emails / tasks / everywhere