Great minds think alike

Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.  ...read more

Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned. ...read more

It would be really cool if we had more options for filtering tasks by their associated objects. This is the piece that is most lacking for our company.   Use case scenario 1: We work with several partners. There is constant communication between us and our partners about current deals, needs, ideas, etc. Multiple team members use tasks to organize their specific communications with our partners. However, this means that the company page has many, many tasks for different people. When Team Member A calls Partner 1, they need to be able to easily filter for the their own tasks associated to that partner. This could be accomplised 2 ways in HS: 1. An option to filter the task queue for tickets associated to a specific partner. Team members could also create tasks queues for each partner if this were an option. 2. An option to filter the tasks tab on the company page for tasks associated to themselves.   Use case scenario 2: Some members of our teams work through several different objects (i.e. or CEO and Dir. of Ops). It would be really helpful if the task view could be filtered for only tasks associated to specific objects. For example, when our CEO wants to work deals, he would like to be able to filter his tasks to only tasks that are assocaited to deals (excluding the tasks associated to contacts, companies, or our Projects custom object). ...read more

Our team would love to see the ability to create steps within a task that lead to its completion (similar to the projects layout) to best collaborate with our team and conduct complex steps of a process. The ability to assign portions of a task with its substeps to other teammates would be ideal   For instance: The task is a to-do to Create a Quote assigned to Me The sub-tasks would be to Pull a Detailed report assigned to my teammate A Another sub-task would be to Review Market Data assigned to me Another sub-task would be to Schedule a Consult with the Project Manager assigned to teammate B The subtasks could have their own due dates and once they are past due, they could send a notification to the task owner. Once all subtasks are complete, they can notify the task owner.    This assists with team management, collaboration between teams, and individual accountability for multi-step processes. ...read more

There appears to be a smart feature in tasks that when you type the word "email" or "call"  anywhere in a task name or description it will automaticall change the 'type' of that task respectively, regardless of what you have your default task setting as. This then means that when the task is clicked it automatically opens up an email to send or a call screen.    I understand how this could be useful and absolutely would like to see it remain as an optional feature, however, optional is the key word here.   The automation becomes really annoying if your regular tasks are things like "investigate cause of bounced email" or "review call log from X" - there are many actions that relate to calls and emails that do not require the actual creating of one. Having the program 'helpfully' open a screen that you don't need gets annoying very fast. I have asked other people to be mindful of this and manually change it back to to-do before finalising the task, but changing behaviour is a lot harder than just turning off the feature. ...read more

Poder contar con un export, reporte o panel donde se pueda visualizar el comentario de cierre de una tarea, tal como se muestran las notas. ...read more

I'm finding it difficult to manage tasks related to Contacts who have been unenrolled from Sequence, whether due to email reply/call answered or an unsubscribe.   Ideally, when a Contact is unenrolled, HubSpot would delete any Sequence-related tasks. ...read more

Submitting this on behalf of a customer! Currently in the Sales Analytics tools, we are able to see the total tasks completed, a key indicator we aren't able to see is the task completion efficiency, i.e. the amount of time it takes a user to complete a task.   I did see that we now have a Task Completion Date property available in reports - but without the Task Created Date property, or a Time Taken to Complete Task property, we aren't able to see how efficient a user has been in completing their tasks.   As we are able to see indicators like Average time to close ticket, would it be possible to develop reporting such that we can see Average time to complete tasks? ...read more

It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time.  This would allow ease of updating / moving tasks without having to create a new task every time you want to log an activity.  Significant time saver.  Thanks. ...read more