Great minds think alike

VagaeNatus · ‎Sep 2, 2018

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't. It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852 As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type.

AndyPitre · ‎Apr 4, 2017

It would be nice if CRM tasks would be assignable to multiple people. Right now it can be assigned to one person only.

xavierparduyns · ‎Apr 28, 2017

I think it could be great if the creator of the task will be notified when the task is finished or is waiting... And have a discussion on the task

davharts · ‎May 2, 2017

It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates instead of needing to manually create each follow-up task. Thanks for the consideration! -David

amandacp · ‎Apr 10, 2019

I love how we can sort our notes by "Activity, Notes, Emails, Calls, and Tasks" at the top of a contact record but it would LOVE if we could add a "Meetings" tab and also one for any "Form Submissions" that are filled out. It would make it SO much easier to look through notes to find what I need.

larissa · ‎May 4, 2017

I have been notified that the Call Queue is being replaced completely with the Task Queue sometime this month (May). Although the addition of the Task Queue is very helpful, it should not replace the Call Queue completely. Calls and Tasks are put at different prioritie levels. I make calls to the same person everyday, so having to set tasks each day for each contact would be innefficient. I tried to enroll them in sequences to auto-task to prepare for the change but ran into the problem of unenrolling once they responded to an email. Tasks are for followups and things that need to be set for the future. Tasks are always last priority of the day and if they are mixed with the most important things it would get confusing and be a waste of time to try and seperate contacts into different Task Queues everyday.

Great minds think alike

Custom properties for Activities (Tasks, Meetings, etc.)

Assign task to multiple people

Notify Task Creator when Task is Completed

Task Templates for Easy Task Creation

More Activity Tab Options

Don't remove the Call Queue!

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