Our team uses the Tasks feature to assign tasks to one another. We have trained the team to review their Tasks page frequently so they make sure to complete everything that is on their board. Since last week, users opening the Tasks page are being defaulted to "Due today" instead of "Open Tasks". This is causing users to not realize they have tasks assigned to them up until the due date. I would really like to set the display defaults for this Tasks page for my entire team, as well as view/edit the status of a task (In Progress, Waiting, etc) in the table view mode.
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I think it is important and would be beneficial if you could customize the default task screen so that it not only shows tasks Due Today, but those that are Overdue as well so you don't lose track of the overdue tasks.
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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.
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It would be useful to have a feature that allows using a task date as a filter when creating a list of contacts. For example, we need to create a list of contacts that have a task due today or whose task has already been overdue. That would help to reach out to them in time.
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Dear Hubspot Community, we noticed an adjustment of the default view in our tasks. A few weeks ago Hubspot changed the default view from "overdue tasks" to "due today. This causes 2 more clicks every time we open our tasks and if we sum it up there's much time getting lost by this. Unfortunately, this adjustment was done by purpose since many users want to see just todays tasks. To set it up related to the companies needs we would like to have the option to set a default view just for our own account. If you experience the same inconvenience please leave a comment :) Thanks and have a good day! Xaver
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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.
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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).
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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
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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.
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