Great minds think alike

Currently it seems that the tasks created on hubspot can be associated to multiple objects and records.    At the moment, if we associate more than 1 contact to the task, when clicking on the task from the task page - It directs me to the contact that was created most recently.     It would be great if we could choose which record we want the task link to direct to. ...read more

As Super Admin I would love to be able to add a task to a queue I didn't make. We are limited in the amount of task queues one person can make. So other people in the organization made task queues. As super admin I am only able to make a task and put in a queue I made.  This would be beneficial becuase we have over 35 task queues and that will only be getitng bigger.    It would be super helpful to be able to put them in any queue that has been made.    Only lists the queues I have made. I would also love to be able to make more than 20 task queues.      ...read more

I would like to create a process playbook and link this to a recurring task. Currently you can only run a playbook from the account level and since it is a pop-up there is no URL to copy and past into a recurring task. It would be great to be able to copy the playbook that you want to use for a recurring task like a weekly or monthly health check audit. Thanks ...read more

As a sales rep I want to prioritize my work based on the overall priority ranking of a deal. Hence, when I create a task it would be convenient if you would Automatically assign task priority with same priority as the associated deal's priority.   This will help me prioritize work more effectively and in the end be more successful. ...read more

Across our various teams, we use reports and dashboards to highlight marketing engagement with particular segments. An outcome of that review will be a bunch of tasks for people to compelte e.g get in touch with bill, discuss opportunity for account Y with the account owner.   At the moment, running those reviews, going in to the dashboard, then having to go to an individual record, create a task and go back out is a few clicks too many and quite cumbersome when you want to work swiftly and keep the meeting focused.   It would be great if it was possible when viewing a report/dashobard there was the option to create a task for the associated record without leaving that page. This would make s HUGE difference to running these ttypes of sessions, where you want to turn data into action points ...read more

I tried to copy the name of a task using a workflow into a custom property I made in Tickets. It is great to see the next activity date and last activity date for tasks but there are MULTIPLE contexts in which I would rather see the NAME/SUBJECT LINE of the latest task completed or next task up. I contacted help and they confirmed that tasks are not an object, but an asset to objects. Please make tasks an object that we can build process around with workflows!! ...read more

Each of our CSMs has a book of business of anywhere from 60 to up to 195 Companies. We'd like our CSMs to check-in with their book within a certain timeframe. For example we'd like our Enterprise CSM to check-in wiht each of their assigned companies within every 60 days. And we'd like our MM or SMB CSMs to check in with their book at least once a quarter (or within every 90 days).   We would like to automate the creation of a task for these check-ins.   This seems such a basic function for any Customer Relationship Management solution, yet I was informed by Hubspot Support there is no way to do this?   Please add a solution to allow manging the relationship of our customers. Thank you!!! ...read more

I loved the Taks Queue Folder feature that automatically created a Task Queue Folder when you created a new Task Queue.  I recently discovered that this feature went away after an update made in January 2023.  I would love to see this feature come back!  I trained my whole company on using Task Queues and how awesome it was that Hubspot organized that for you and it just disappeared.  Very dissappointing! ...read more

Bonjour  J’ai configuré plusieurs phases dans un pipeline (photo ci-jointe) La première phase (visite terrain SEM) ouvre un pop-up ou le commercial doit renseigner une date de visite clientèle Ce qui n’est pas logique dans cette phase c’est que cela crée une tache à la date du jour et non pas à la date renseignée par le commercial Donc il faut ouvrir la transaction et modifier la date manuellement  J’espère que je me suis fait comprendre ;)) salutation ------------------------------------------ Bonjour j’ai configuré plusieurs phases dans un pipeline (photo jointe)La première phase (visite de terrain SEM)ouvre une fenêtre contextuelle ou le commercial doit entrer une date de visite client Ce qui n’est pas logique dans cette phase, c’est qu’elle crée une tâche à la date actuelle et non à la date saisie par le commercial Alors ouvrez la transaction et changez la date manuellement j’espère m’être fait comprendre ;)) i n’quafter Jésus-Christ salutation   ...read more