Olá!   Recentemente criei um relatório de atividades personalizado, baseado em tarefas, e meu objetivo era listar todas as tarefas em aberto + vencimento dentro deste mês.   Não obtive exito, pois senti falta da propriedade: data de vencimento, disponivel para exibição no relatório.   Entendo que consigo filtrar diretamente na aba de tarefas, mas acredito que a visualização e organização fica melhor diretamente nos relatórios.   ... View more

What if a team could apply some structure by creating:   1. A task (idea) with a scoring (PIE/ICE/BRASS scoring) 2. Vote on that idea and bring that idea into an easy Project "Sprint" UI 3. Attach docs and people to that idea 4. Attach the idea to a metric, goal and create an Experiment Dashboard 5. Attach a growth lever from a stage in the Flywheel (Attract, Decision, Convert etc) 6. Attach all learnings from ideation so new people don't do the same mistakes and the focus is based on what is essential to the goals   Food for thoughts – what do you think?    "Idea - Solution - Execution - Analyzing - Learning"   #flywheelexperimentation ... View more

That there was the possibility of automating the status of a task or its status through WF.  After-sales teams follow up with tasks, which then leave call logs, it would be very good if the result of the call associated with a task could give the status and result to a task.  ... 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

It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time.  This would allow ease of updating / moving tasks without having to create a new task every time you want to log an activity.  Significant time saver.  Thanks. ... View more

Hi,   I think your team is on the right track adding a Task Priority option.  Now all you need to do is allow us to customize the selections there.  Perhaps it could be capped at 5 options to avoid clutter, but there must be more then "high".   This is CRITICAL for sales functionality.  In fact it is remarkably helpful for automation purposes as well.   It seems most of the work is done on this feature, just need to move it from a C- to an A now. ... View more

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).   ... View more

HubSpot recently made an update to change the default task due date to 3 business days. I've had a number of customers call in wondering if there is a way to change this in HubSpot, which there isn't.   A great tool for our customers would be to set default values for the due date when create tasks, as well as the default time. ... View more

Is it possible to create reocurring tasks, such Ticklers?  I like to set-up ticklers to contact  certain customers on a regular basis.  Is this possible in Hubspot?   Barry ... View more