HubSpot Community - HubSpot Ideas

agperson

When a sales rep or field tech receives a HubSpot email notification on iOS, clicking the "Open in HubSpot" button opens the web browser, which is not mobile optimized and very difficult to use on mobile. We have dozens of mobile users who deal with this frustration on a daily basis. Many websites either automatically redirect to the mobile app, or pop up a dialog offering to open the page in the app. This functionality is called App Links. It is simple to implement, widely supported, and extremely useful. Please implement it!

tjgarry

I'd like to add Queue to the task table view so I can see which queue each task is in without having to filter by queues. This will help me stay organized and make sure every task is in the correct queue. Let me know if you need clarification on what I am looking for here. Thanks, Tim

amandacp · ‎04-10-2019

I love how we can sort our notes by "Activity, Notes, Emails, Calls, and Tasks" at the top of a contact record but it would LOVE if we could add a "Meetings" tab and also one for any "Form Submissions" that are filled out. It would make it SO much easier to look through notes to find what I need.

lrn24 · ‎01-02-2019

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.

JoshWaitrTXK

Implement a scroll bar for Tasks just like the one you have for Deals and include Completed Tasks. I have to see what I've already completed to know what I have left on the to-do list.

Nico_Steenkiste

When creating a task you would like to assign to someone else, it is currently not possible to select one of their existing queues. Apparently you can only select your own queues. Which doesn't make sense and is not taken into account when the task is actually created. It would therefore be very convenient that the available relevant queues appear when selecting the effective assignee before creating the actual task.

VagaeNatus · ‎02-27-2019

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.

Arne

We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some cases to make sure that eg an initial follow up still takes place by a team member even if the initial user didn’t react in time. We also added delays of 1 day to make sure the initially selected users had the opportunity to work on a task. After that delay a rotation takes place. Bad enough that the first user was out of office, the next that received the task via rotation was OoO as well. We cannot delay and rotate again and again until we finally find one that actually works on the follow up action. Please add an option where users (and as a fallback the team lead/delegate) can set themselves Out of Office and define their delegate to make sure that important workflows don‘t get stuck due to absence or at least get delayed by several days until rotation finally found a user. It’s needed fast, ie before summer vacations start everywhere.

Hawk-Steve

A good productivity report to have is "Task Responsiveness". Showing the average time it takes for a task to be completed against teams/task assignees. This would probably mean a new Hubspot calculated property, tracking the time it takes for a task to be set to complete from creation. Just like how Hubspot tracks the duration a deal sits in a certain stage. This will help team managers ensure their team stay on top of their tasks.

VagaeNatus · ‎09-02-2018

Be able to enroll a task in a workflow. We currently have contact-based, deal-based and ticket-based workflows, it would be great to have task-based workflows. Below are a few things that could be done with it. Use case 1: send an email notification to the manager if an urgent task is overdue For some tasks, it's ok to be overdue for a few days, for others, it's not. With task-based workflow, we could build the following workflow: if {property x} = yyy and task is not completed and due date was 1 day ago or more, then send an internal email notification to manager@company.com Use case 2: Once a deal is Closed Won, delete all currently associated open "sales tasks" We have task created automatically via deal-based workflows to follow-up on deals 7/30/60 days after deal entered stage ABC. But if the deal becomes Closed Won before those tasks become due, there is nothing to highlight the user they no longer need to be completed. Hence, they stay around, uncompleted and without a need to be completed. With task-based workflow, we could build the following workflow: if task type = xxx and deal stage = closed won, then delete the task. Note: for task-based workflows to be fully usable, it's required to have custom properties for tasks, so please vote here too: https://community.hubspot.com/t5/HubSpot-Ideas/Task-custom-properties/idi-p/204853#M21551

"Open In HubSpot" button should open the mobile app, not the website

Add Queue column to Task Table View

More Activity Tab Options

Task Due Date Time

See Completed Tasks on the app

Create tasks for someone else in their existing queue

Property level user permissions (different access to field for manager and standard user)

HubSpot User is Out of Office

Task responsiveness report

Task-based Workflows