クリエイティブな才能を開花させよう

Frankly I'm shocked this isn't already a capability. There are already links for Pin, Copy Link, Reply All, REply, Forward, and Delete. We need a button or a link to create a task related to the email that either links back to the email or copies the email into the task (the former would be better).  ...その他を表示

We have a field in our tickets for "Expected Launch Date"  In order to launch (or complete) said ticket, there are various tasks to be completed. Each task needs to be done within a set # of days prior to the set Expected Launch Date.   Seems like a logical functionality within automations to be able to create a task within a ticket with the due date being X days prior to date on ticket.  ...その他を表示

I could really use the ability to import tasks into the CRM and to create tasks to be recurring. This would allow our team manager to set up the tasks for projects that happen on a regular basis and monitor progress to make sure things  don't get dropped.  ...その他を表示

Currently, when filtering tasks, you are only able to select tasks owned by users OR unassigned tasks. It would be great if we could allow both filters within the same view. For example, being able to create a view of tasks I own and unassigned tasks.  ...その他を表示

It would be a nice feature to be able to add certain contact properties in order to display within the tasks overview. For example - if we look in tasks it would be helpful to see the phone number.  Especially when using AirCall - to be able to use all the functions a column is needed with the phone number of the contact within the tasks.  ...その他を表示

There is an ongoing problem when we need to reassign contacts that have overdue tasks. When a rep isn't completing tasks in a timely fashion those leads are open for reassignment. The problem is that the process is extremely time-consuming an messy. We have to export the tasks into a spreadhseet and reimport tham back in so there is a list that we can reassign. After reassigning, there is no way to see on the tasks view which ones have been reassigned and there is also no way to update existing tasks to mark them complete or change the assignee on an import. Hence we are stuck with a new contact owner and tasks still outstanding for the previous contact owner. 2 people will be reaching out to the same lead.  This can be easily solved by adding a column in the task view for Contact Owner. We could then query if Contact Owner is rep A and task assignee is rep B. Then change the task assignee or mark complete.  ...その他を表示

I have one task that I would like to create and tag multiple Clients or Companies.   I have to add an idividual task for each client or company which is very time consuming. ...その他を表示

Be able to receive project task related emails on a defined interval (e.g., once a week) instead of everyday. ...その他を表示

I think it would be an excellent added option to have a 2 way synchjronisation of tasks created in Outlook ( and maybe Google calendar ). I am pretty sure that most tasks are being created in Outlook just after an email has been sent by the user. Currently these taskes are not showing in HubSpot tasks and that is a real pitty. ...その他を表示