It would be helpful to see who creates projects and tasks rather than having to search my inbox for the corresponding email. I have been assigned several tasks that were created by other people but am not always sure who created/assigned them. Same goes for including the original date when a project or task is first created in the sytem. ... View more

Add a drop down menu in the tasks widget that allows you to select other individual users or all users.   Although you can view tasks assigned to other individual users (or to all users) on the browser version of HubSpot, you can't do this on the mobile app. Current browser version allows toggling users Current iOS version only shows tasks assigned to yourself Proposal Add a drop down menu in the tasks widget that allows you to select other individual users or all users. Proposed user toggling feature ... View more

There is a sales support team that is assigned Tasks to do consulting studies to support technical close of a deal.  They also support Technical demos which are assigned as Tasks.  I would like to be able to create a report that summarizes the number of tasks based on person was assigned and completed along with some data fields that reside with the deal itself. ... View more

Challenge Currently, task reminders (e-mail reminders or push notifications) cannot be managed from within the HubSpot iOS app. The web browser version of HubSpot allows for reminders to be toggled on/off and set at specific times, but it does not differentiate between on-screen notifications (e.g., push notifications, browser pop-up notifications) and e-mail notifications. This means that the only way that push reminders can be toggled on/off for individual tasks on iOS devices is by granting or revoking notifications privileges for the entire app.   Proposal Add a notifications section to the edit menu for tasks, and allow for the creation of multiple notifications which may be toggled to either "Notifications" (on-screen pop-ups or push notifications) or "E-mail" (e-mail notifications as they are today).   See Figure 1 and Figure 2 for a comparison of the current UI and the proposed UI (which should be touched up stylistically; I did this in PowerPoint  ). I also included a picture of the current task edit menu from the browser version for reference.    Current browser task edit menu ... View more

When using HubSpot through a browser, a user has the ability to check the "Create a task" checkbox after composing an email. This is helpful and saves time as you can send an email and create a follow up reminder task all in one step. It would be just as helpful and time efficient if this checkbox could be added to the iOS mobile app. The app in general is clunky to use and all of our reps have commented that it's not easy or quick to use the app when in the field. Adding features like the "create task" checkbox after composing an email would help them save time. ... View more

The new interface does not allow HTML codes to be applied. Suggested adding this functionality back.   Use cases for hyperlink: linking to a whitepaper on a lead's website, linking to a dropbox managed by a 3rd party   Use case for bullets or numbers: giving direction on steps to be taken and using if/then statements.  example: Check to see if Company already exists in HubSpot. If yes: Associate the Contact with the Company If no: Research Lead If qualified: Create a new Company  Update   Business Channel   property Set   Lifecycle Stage   = Marketing Qualified Contact Lead/Customer  Contact the Lead/Customer Confirm contact received whitepaper Log Call activitity in HubSpot ... View more

Hi ! We are setting up our internal team management with Hubspot and looking into using Tasks. We find great the Tasks functionality in Sales as well as Projects in Marketing. It's a pity they do not communicate.  I understand that currently  Project Tasks on the Marketing Platform and Tasks on the Sales Platform are two separate functionalities designed for different purposes. As I understand Project Tasks were designed to organize internal processes for the team such as creating and maintaining a Campaign, or content creation. They are separate from Tasks on the Sales Platform, which were designed to keep track of communication between users and individual contacts throughout the Sales process. In reality things are not so easily distinct and it's a pity they are not integrated. It would really help to be able to add Project Tasks into my general Tasks backlog. In essence, they are quite similar and it would help me to manage team work globally. I imagine using Projects to plan campaigns or other actions and then detail it into specific tasks added into Sales Tasks, the latter being the reference for Tasks management. Hope this suggestion can be adressed ! ... View more

It would be very helpful to know when a task assigned to a co-worker is complete. For example, if a sales manager assigns a new lead to a sales rep for follow up the manager should get a notification when that lead is acted upon. ... View more

When creating a task it would be great to be able to associate multiple companies and multiple contacts with the task. At the moment it only allows you to associate one contact and one company with a task. The only way to do it currently is to create separate tasks and tag each company so the task appears on more than one company's timeline. This would be helpful as I deal with advertising/marketing agencies and their client so would like to be able to tag both the advertising agency and the client in tasks as well as multiple contacts. This way the task will appear on all timelines. Thanks. ... View more