Great minds think alike

Hi, I work a lot with the task overview within Hubspot. I use queues and everything to group the tasks, but it would be amazing to be able to color code them individually. So f.ex. for my own logic green would mean "i sent them an offer and should call them to ask if they have questions" and yellow "sent API info". That could allow giving an even quicker overview   Best regards 🙂 ...read more

Hi,  I would like HubSpot to consider making their Project functionality available on the Starter plan rather than just on higher plans.    Small businesses like my own that does not have the budget for the higher plans also has projects that they need to manage and your competitors such as Copper and Pipedrive are now offering project management functionality at equivalent or cheaper price points to HubSpot Starter.    I may have to look elsewhere for an all in one tool which is not ideal as HubSpot is perfect for most of my needs but I do need to have project management functionality within my CRM.    Matt ...read more

It would be very helpful for my team to be able to filter tasks by company conditions (ie. filter out unqualified companies to delete old taks).  ...read more

It would be great to see the week number (for example: Week 39) in Marketing and Sales Calendars:   [Marketing] Social Media tool Calendar [Marketing] Campaign tool Calendar [Sales] Task management tool Calendar [Sales] Meeting scheduling tool Calendar ...read more

It will be great to add as many tasks types as possible, not only Call, Email or To-Do ...read more

Please put check boxes to the left of respondent names in the Sequence Analytics results screens for "Opens" and "Clicks" and add a "Task" link in th top header (Same as in the Contact screen) so we can immediately prioritize and schedule our next round of sales calls to those prospects   indicating a high level of interest in our Sequence topics.  Most of my email blasts return long lists of single or double Opens and/or Clicks, but recently I'm getting an unusually high percentage of respondents with 5-12 Opens and/or Clicks, often by multiple contacts from the same Company, further indicating a high group interest and sales opportunity.  A check box next to their name with a Task link would allow me to load my daily call list in a matter of seconds, rather than having to go into each contact individually to do so, wasting precious time. Very few of my team mates use HubSpot to it's full potential because it's too click intensive. Updates such as this could help change their minds on HubSpot's usefulness. ...read more

We have multiple users who need to follow up on tasks for business devlopment purposes. It is crtitical to be able to assign a team or multiple users to a single task. This missing function directly impacts how the system works for our business. Please consider looking into this again! ...read more

Hello,   I have come across a few scenarios where I need to assign tasks to my customers (not my team).   For example, I have a situtaion where I need a client to do several different tasks (not always the same for each client) and I would like to create a task(s) where i can assign it to them and they get notified of that task and can view the list when they need to...     The simpliest way would be to allow us to assign a task to a customer or team member directly in the task itself.  This would be VERY helpful!   Thanks! ...read more

It would be amazing to have task-based workflows!   We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to manage - costing our team time rather than helping us save time when getting things done.   Would be AMAZING to have task-based workflows that: trigger when things happen to tasks to create actions and automation in other areas of HubSpot take action like making edits to tasks that have been created by users or through other means of automation (workflows + sequences)   This would allow us to assign or reassign tasks, edit other task properties, and even delete/complete tasks, all based on numerous conditions across HubSpot. ...read more