assigning tasks in outlook

TRohlfs · ‎Okt 8, 2021

Hello, this is a repeat of a previous unanswered question. Thanks.

I see in my Hubspot sales extension panel that I can create a task and due date associated with an email. It will then show up in my task list in hubspot. Could it be possible that there is no way to create a task and assign it to a team member from the Outlook sales panel? That seems like a basic requirement. Help appreciated!

MiaSrebrnjak · ‎Okt 11, 2021

Hi @TRohlfs,

Thank you for reaching out to the Community!

Just to confirm, you're creating Tasks in Outlook via the contact pane of the HubSpot Sales add-in? I yes, I can confirm that this is expected behaviour: you can only see or create tasks there that are assigned to you. At this time, it's not possible to assign Tasks in the Sales add-in to a different user.

If this is something you would like to see implemented in the future, I would recommend creating an idea on our ideas forum. Thank you!

Cheers
Mia, Community Team

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Outlook Sales Extension

assigning tasks in outlook

assigning tasks in outlook

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