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Currently, when you click a TASK title, it takes you to an associated record where there may be many tasks.  I suggest when you click a TASK it brings you to the task itself via the unique engagement ID link.  ... Afficher plus

It would be really useful if tasks could ber assigned via workflows to a job role rather than a specific user. When a user changes position or leaves the organisation we need to find all the workflows that task that user and change them over. This has been a huge job in the past. It makes much more sense to have workflows point to a specific role and then have that role point to a specific user.   The current work around for this is to assign them to a task queue, but there are issues with that around reporting and notifications that make it less viable. ... Afficher plus

For sales reps, it would be great to prioritize/sort/bulk complete sales tasks according to lifecycle stage!   Every once in a while, I find myself calling someone that is already a customer which can result in an awkward exchange. ... Afficher plus

Hello,   It would be very helpful if we could upload a PDF document to tasks. The current attachment field makes it difficult to find documents after additional items have been uploaded to Hubspot. We like to attach it directly to the task as supporting documentation on what was done.   Thank you, ... Afficher plus

We want the option to assign tasks to generic users other than Contact Owner. For example, to assign to 'Advisor' or 'BDM' (properties we have created). Not having this option is causing us problems when it comes to automation. ... Afficher plus

Hello all,  Would it be possible to have additional functionality on how we see KPIs in dashboards?  We're wanting to be able to put a score against activities (meetings, calls, emails) so instead of a sales rep having a target of 50 calls/week, they could have a points score that they would have to hit. Meetings are harder to do so these would be scored higher, whereas emails are easier and they would be scored lower. This would help to bring all the KPIs together under the same bucket instead of having targets for meetings, calls, and emails. ... Afficher plus

Hi My tasks are missings today. Yesterday it was showing in app and application but today its not showing in task bar. How can i recover the task  ? Any idea or procedure to recover the TASKS ?   Thanks & Regards Gharbuyers ... Afficher plus

Dans un workflow, lors de la création de tâche automatique ou de mail ou autre, la date d'échéance n'est dépendante que de la date de la création de celle-ci. Je souhaite soumettre l'idée d'avoir la date d'échéance dépendante d'une autre propriété de date de l'objet.    Par exemple : une tâche qui serait créée immédiatement après une déclenchement de workflow, mais dont la date d'échéance serait liée à la date de fermeture de la transaction.  Cela permet de créer des listes de tâches liées à l'avancement de la transaction.  Merci ! ... Afficher plus

I would love to have a Kanban view, similar to what Sales has for Deals, where we can move marketing projects/tasks through a funnel of "Not Started, In progress, In Review, Complete, etc" ... Afficher plus