When we are working through new contacts and queues we log the relevant activity, email or call and then set our next task by checking the "Create a task to follow up" box. We live by tasks to manage our pipeline and enquiry follow ups. However, my reps are regularly forgetting to tick this box. What really brought it home was a massive enquiry today that my rep hadn't checked the box on, so this lead would have been instantly over-looked if I hadn't came across it later and clicked into it out of curiosity. I know this is a human error, so I thought I could eradicate this by defaulting the tick box to be always on, as it is very rare that we don't set a follow up. So I was surprised when I couldn't find this option in the settings, and google / the community didn't have any related posts? Am I the only person who has this issues? I've put a screenshot below. Who: Sales teams following up with prospects. Goal: To keep in contact with client at suitable intervals to manage the sales process. Value: The deal I mentioned above was over £100,000. We are running currently at 10 inbound leads (of various sizes) a day and growing. If this button is missed only 25% of the time, that's a lot of prospects and leads that are lost.
Need the ability to have separate notification settings for regular and high priorty tasks. I want to get an email for high priority tasks, but i don't need emails flooding my inbox for regular tasks i already have on my radar.
Dear HS-Community, with every task me and my teammates set the reminder 15 minutes before due, so we have some time to prepare and stay available. I would love to see a default setting to set the reminder XX minutes before due, so we don't have to set it manually with each task.
I like the new Queue for Sales Tasks, but I think it should automatically stop when you have done all the scheduled tasks for today. You have to pay attention to when a task date is due, and turn the Queue off yourself currently.
It would be nice to be able to see, specifically in the Task "board" view, who a task was assigned by. Was this a task I created for myself? Did a teammate create it for me? Was it auto-created? Did my boss assign it to me? This would also be helpful from a management perspective to see if a user is utilizing tasks for themselves, replying on teammates to create them for them, and how auto-created tasks are being completed.
Tasks are created to followup any customer on right time. However, we need to track when the task was created and when it was completed. So that, we can analyze the performance of tasks with various customers. Task Creation Date: Task Completion Date: Task Due Date: Also, if we get an option to export or analyze these task creation, due and completion dates - it would be greate to streamline the tasks module for all product verticals. For example, product 1 has task due of 2 days and product 2 has task due of 7 days. So, if we have the data when the task was created and when it was completed, we can confirm that the proper followup was done for each product.
Hoping that this receives a lot of upvotes as I think there would be a big improvement on the iOS app in regards to tasks.
Currently, the iOS app does not show associated deals, contacs, or companies when viewing your list of tasks.
You have to blindly click into the task to see what it is associated with (kinda). BUT that's where you find another surprise!
It doesn't even say what deals, contacts, and companies are associated inside of the task! You again have to blindly click on "Associated Deal" or "Associated Contact" or "Associated Company" to even see 'if' and/or 'what' is associated with that task.
Please upvote so that HubSpot will fix this problem. It is very annoying sifting through tasks and not being able to see what is associated.
Add a task to a ticket and see the ticket's activity date does not update. However, the added task does appear in the activity feed for the ticket.
According to HS Support, the task activity date on a ticket only updates when a task is closed. This seems wrong to me. The creation of a task is an activity itself. Case in point: the activity of creating a linked task causes the task to appear in the ticket's activity feed. This activity should also update the activity date for the ticket.
Because the activity date is not updating, this is messing with our workflow. It appears as if nothing is being done on a ticket. However, a task has been created, which is activity.