Great minds think alike

Is it possible to create a "Back" button for tasks? So often I'm going through my tasks--working on one then skipping to the next one, then the next one. But often I'll skip to the next one and then think, "Oh shoot! I forgot to do something on that task I was just looking at. But there's no way to easily skip back. Any chances of adding such a button? ...read more

Hi 👋 I have a suggestion for task creation. Whe creating tasks in a bulk or through an automation the process in fairly easy. However, when creating single tasks, it happens to be a very manual process. As it is very common that tasks are allways the same type. Would it be possible to create kind of a task "type" task "template" or task "category" within Hubspot so with only one click we could assign a task with the details we want in it.  Thanks!  ...read more

We want to use "Tasks" more intensively for all sales activities.   We cannot create a user-defined custom Property to build custom columns for our Sales Reps. It would be great to enable this functionality.    ...read more

Hello,  I think it would be helpful to be able to create a task via the hubspot add-in on outlook when sending an email from outlook.  ...read more

This idea post is two-pronged: (1) it offers a creative use of existing resources to solve the problem of building Gantt charts within Hubspot, and (2) it offers an idea for Development to make an improvement in Hubspot to achieve a better Gantt chart solution:   (1) Here is how I currently use Hubspot to create Gantt charts:   1. create a queue 2. create task docs associated with the contacts, companies, or deals that are involved in the project. these tasks simply represent the rows in the Gantt chart. 3. within each task doc, make sure to select the queue you created using the pull down menu option 4. create a task view labeled "Gantt" and then add the filter "queue is known"...this simply creates a view that only contains task docs that are assigned to a queue 5. make sure the "gantt" task view includes columns like queue, title, notes, contact, due date, contact, company, etc...and then sort the view on "queue". Sorting on "queue" allows you to create several Gantt charts in the one view. 6. At the top of the "notes" field in each task, simply type: "Start Date: mm/dd/yy" and also include this field as a column in your "Gantt" view, you will have a start date functionality which currently does not exist in tasks.   (2) Here is my suggestion to Development to make the current solution even more "Gantt like:   simply create a new field in the task doc called "start date" and then enable users to also include that field as a column in the "gantt" task view.  ...read more

Hi! When our account managers see deals as a list with the "Next activity date" colomn referring to scheduled tasks in the future, they would like to see even past dates, so they have an overview of overdue tasks in deals view and not just from tasks view. Let me know if this is possible. Thank you! ...read more

This has bothered me for a while, but if you get assigned a task or get notified of a task being logged on your account, you will get an email alert (if you have them set up).   It will give you some information and when you click "View in HubSpot," it won't take you to the task or the associated page, but to the task page with a tile pop out of the actual task.    Maybe I'm in the minority here, but this page seems utterly worthless because you can't do anything on the task here and will always have to click into the associated account or contact to follow up on the task/complete the task or see any comments on the task.   It would be great if clicking the link in the email would take you directly to the task, similar to if you can a notification that a call or email has been logged on a company you're following. ...read more

For the Tasks function, it would be helpful if the following were available which would make it easier to create and filter tasks.    Option to clone a task from the Task list and Task Edit popup - currently, no clone feature - all task info has to be re-entered for each new task Ability to assign more than one user to a task - currently, tasks only support one user assignment. For tasks that more than one person should act on or tag team, an additional task must be created. Option to add Watchers to Tasks - for tasks you assign to others, you're unable to track after creation. If there was a Watcher feature, you could be notified on the statuses of those tasks. Ability to tag tasks for easy filtering within the task list ...read more

It would be great to be able to add a column to a contact view filter list, active list, or static list which shows if there is a follow-up task scheduled for a contact or not (checkbox). Our SDRs and sales reps work more from contact lists than the task module, so this would give them the information they need for follow up where they need it ...read more