Great minds think alike

I think it would be really useful to add a "Task Template/List" feature to the Tasks function of HS.  What I am talking about is: You create a list say "New Client Tasks"  For users that use the CRM but have other systems like DotLoop or xyz where there are tasks that are done off-site this would be a great way to keep track of tasks and productivity In that list you create say 10 -20 Tasks  You will be able to create a hierarchy of tasks that need to be done sequentially (either by date or in list view  in the order the tasks should be completed if date isnt the best way to sort them) You will be able to Name the task with the action without continually having to rewrite the task name Auto-populate the task list to your open tasks  when associated with a contact  if the date was the way the hierarchy was set  up then it will populate with the existing views of "today, tomorrow, this week, this month..." ...read more

1- every single person who works form the company level and not the contact level 2- to get an overview of what tasks are set at a company level (the same reason we associate emails to BOTH the company and the contact) 3- What value does adding the email to both company and contact add? Easier overview, most people work company level and need to see what is going on, seems like it should be basic workflow.  4- every single CRM would associate to both contact and company unless you opted out of this.  5. No diagrams necessary, when creating a task from Gmail, it simple needs to associate to the contact and company like the emails do.  ...read more

Pourrie-vous développer la fonctionnalité de bloquer les droits de suppression de tâches à certains utilisateurs.  ...read more

We need to control that a certain set of tasks is completed before a deal moves forward to the next stage in a pipeline. Currently, we can create new tasks for each new stage reached but we can't control that those tasks are completed before moving forward.   The option of creating custom yes/no properties appearing in the popup between 2 stages is no good. Firstly, it makes users edit both the task's status and the custom properties. Two way to record the same thing. Secondly, when the user answer "yes I've done this", no check is made. He could just make mistakes, though he completed the task while he did not.   Stages are things that work in sequence.  Tasks are things can work in parallel. Once we have the above, we would have a great stages/tasks package.   Stage A (list of tasks to complete during A and before can go to B) - Task 1 - Task 2 - Task 3   Stage B (list of tasks to complete during B and before can go to C) - Task 4 - Task 5 - Task 6 ...read more

Hello,   I have come across a few scenarios where I need to assign tasks to my customers (not my team).   For example, I have a situtaion where I need a client to do several different tasks (not always the same for each client) and I would like to create a task(s) where i can assign it to them and they get notified of that task and can view the list when they need to...     The simpliest way would be to allow us to assign a task to a customer or team member directly in the task itself.  This would be VERY helpful!   Thanks! ...read more

It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain.   I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a company ou contact timeline. That way I have all the info about one subject in a "discussion" or in a series of notes instead of having to jump from one note to another with tasks and calls in between.   Thanks!   Luc Noël ...read more

We would like to see more advanced task management options.  Improved tasks creation options More robust task filtering and sorting options Improved Task Creation When creating a task from within a sequence or workflow, adding a personalization token to the task tile would do a long way for understanding and managing tasks.  For example: I have a task in a sequence to call a contact. Currently, my options are to have a task created with a simple name "Call contact to follow up about sequence getting in touch" and there is no differentiation in the task name between each contact.  Changing the options to include the ability to add personalization tokens would enable the tasks to have unique names like "Call Brian Halligan with HubSpot to follow up about  sequence getting in touch" The tasks that are created from a Sequence should be associated with both a contact and the contacts associated company. Assign when the task needs to be completed and add the task to the task queue so many days before it needs to be completed.  For example: I have a task in a sequence to call a contact. Currently, my options are "Create task in x business days" or "Create task immediately", this makes planning the individual sales rep's day difficult as the tasks are created the same day that they need to be completed. Changing the options to "Task due in x business days" and "Create task x business days before due" would make it much easier for individual sales reps to manage their time. They would know what tasks they are going to have to do each day. So on Monday, they would see the task to call Brian Halligan on Wednesday.  Adding personalization tokens to the notes of the task would be nice to have but we don't have a current use case.  More Robust Task Filtering Add the ability to sort tasks based on the associated contact or the associated company.  This would allow the sales rep to focus his calls on a specific company and work on one company at a time.  Add Associated Company column Add contact engagement columns such as: Average page views Number of page views Number of sessions Time of last session  Add some Lifecycle information such as: Lifecycle stage By adding these additional features the HubSpot sales task tool can make the process of completing tasks much more efficient and can enable users to focus on the right task at the right time.  ...read more

When logging a call, note or email on a contact file if there is a task on the file the "log call" button will automatically be "log call and complete task". This is not always appropriate (e.g. if I am logging that the person did not answer or if I am adding a note as to why the task could not yet be completed etc)   I note when sending an email you get a drop down option to send, send later, or send and complete task. This would be appropriate to have as standard for all activity types, and have the user set the default they use the most. ...read more

There is a real need for exporting the task list sometimes but the associated with column cannot be exported. Could you please make that column also exportable. Now it's just needles extra work to write the contact name to the task title. Why do it if the task is already associated and association is visible in the tasks listing?  ...read more