HubSpot Community - HubSpot Ideas

lrn24

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.

ElevatedTech

IDEA: Sometime last week [week of December 14th 2018] the option to create a Task without a specific time of day disappeared. Now all new Tasks created force selection of a time of day as well. This is burdensome and inconvenient IMHO. Please correct me if I'm wrong but Task creation screens have changed. My IDEA is to reinstate previous screens so that the option to create a non-time dependent Task is available. Thanks

emilytong

A customer recently asked whether it would be possible to get the task reminder pop-up that we see displayed in contacts home (see screenshot) to show up when working through a task queue. Since their users are exclusively working in contact records to do their follow-up, a reminder to create a new task right after marking an existing task as completed would help them improve the relationships they are building with customers. I found the following Community Post showing some additional interest in a feature like this. It would be great to be able to toggle this reminder pop-up on and off, similar to how we are able to do that for Tasks Home (Settings > Sales > Tasks).

GaryCarrera89

Hello, I am always sending meeting requests and scheduling calls with people in other time zones. It would be really helpful to be able to send a meeting with their time zone selected. If I send an invite for a meeting at 5EST, someone in California is seeing 5EST. Not only is that not efficient, but it's also confusing. Please add this to the program.

DanielaFonseca · ‎12-03-2018

There should be an option to add a custom (or even default) field to tasks in order to customize the display. It would streamline the processes teams use when working with tasks.

adrienjorge · ‎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 usable, it's required to have task custom properties (https://community.hubspot.com/t5/HubSpot-Ideas/Task-custom-properties/idi-p/204853#M21551)

Invorio · ‎05-24-2017

When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).

cparenteau · ‎10-08-2018

What would be great and a huge time saver from a cloning standpoint is the ability to add/remove tasks in already created sequences from Gmail/Outlook or in the CRM. Right now you have to clone sequences and make two variations, one with and without tasks which takes a bunch of time, clutters the folder and makes everything more confusing from a segmentation standpoint.

grayson · ‎02-27-2017

Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for considering! Grayson

JeremyHSUser · ‎11-07-2018

Currently there isn't a way to choose if you do, or do not, want email reminders sent for Tasks created in Sequences when they are due. You can choose the Task Type and the Queue you want to the Task assigned to, but you cannot choose how Email Reminders are handled. You can make this choice when creating Tasks anywhere else in HubSpot Sales. This is useful because it would be helpful for Tasks created in Sequences to default to not having email reminders sent to avoid inbox clutter, while leaving the ability to have email reminders sent for more critical and time sensitive Tasks. Under the current set up, it is all or nothing.

Task Due Date Time

Task Creation now forces choice of time of day without option to create task without a time as well

Task reminders pop-up in contact records/task queues

The Ability to select a time zone when scheduling a meeting

Ability to Add Custom Fields to Display on Tasks

Task-based Workflows

Show tasks in Google Calendar

The ability to add/remove tasks in sequences through CRM/Gmail/Outlook

Customizing "log activity" and Task type in HubSpot Sales

Ability to turn off and on email reminders for Tasks created in Sequences