Sales Hub Tools

jaileer
Miembro

Change default task due date and time

resolver

Is there a way to change the default time that a task is due once it has been created? I've looked on these boards and it doesn't appear that there is, but that seems so short sighted.

 

a task that's highlighted in red for bing late should elicit an emotional response from the user, it should tell them that something is wrong in their task list. When the due date is set to 8am when they log in to make their calls their task list is filled with red, which they're then conditioned to ignore because it's "normal". Different users have different methods for using hubspot, and it seems like being able to personalize the account in this simple way would be an obvious feature.

2 Soluciones aceptadas
Krystina
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Change default task due date and time

resolver

@jaileer , 

 

Oh, gotcha! No, you can't change the default time when creating tasks manually. 

Have you tried automating your task assignments using workflows?

 

As one example, you can automate tasks based on deal stage. 

 

Cheers, 

 

 

 

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Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »

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nthatcher-airbr
Solución
Colaborador

Change default task due date and time

resolver

🙌This feature has now been released! Follow this KB article to set up your Task Creation defaults 😀

Original community post: https://community.hubspot.com/t5/HubSpot-Ideas/Task-Due-Date-Time/idi-p/243935

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13 Respuestas 13
nthatcher-airbr
Solución
Colaborador

Change default task due date and time

resolver

🙌This feature has now been released! Follow this KB article to set up your Task Creation defaults 😀

Original community post: https://community.hubspot.com/t5/HubSpot-Ideas/Task-Due-Date-Time/idi-p/243935

RandyParker
Miembro

Change default task due date and time

resolver

WOW!  Weak response. What other CRMs don't allow the default task date to be something other than 3 business days from today.  Hubspot needs to hire some smarter code writers.  

charmcgov
Participante

Change default task due date and time

resolver

This feature would also save a lot of time for us. 

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PamCotton
Administrador de la comunidad
Administrador de la comunidad

Change default task due date and time

resolver

Hello @charmcgov and @angelonodari,

 

I was able to find this post in the HubSpot Community Ideas forum. Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here

 

Kindly,

Pam

 

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angelonodari
Participante

Change default task due date and time

resolver

Thanks

angelonodari
Participante

Change default task due date and time

resolver

We need the same feature developed in Hubspot. 

Change the default time for manual tasks.

please

Thank you

Krystina
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Change default task due date and time

resolver

Hi @jaileer ,

 

Yes, you should be able to edit the task due time and date in the task details window (screenshot below.)

 

Screen Shot 2019-10-14 at 8.24.22 AM.png

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »
jaileer
Miembro

Change default task due date and time

resolver

Sorry, Krystina - I mean changing the default time. So when I create every task they automatically default to being due at 3pm. Changing the time on every single task individually is cumbersome and inefficient. Thanks for the reply!

Krystina
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Change default task due date and time

resolver

@jaileer , 

 

Oh, gotcha! No, you can't change the default time when creating tasks manually. 

Have you tried automating your task assignments using workflows?

 

As one example, you can automate tasks based on deal stage. 

 

Cheers, 

 

 

 

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »
MvanLaar_Phocus
Participante | Partner nivel Elite
Participante | Partner nivel Elite

Change default task due date and time

resolver

Being able to have a setting to adjust a default would be great.

 

Just today I was approached by a colleague who works in the Inside Sales team that uses HubSpot Sales Hub to plan and document the calls. Many tasks have to be created manually, each with the same time span for the due date of the task. Adjusting the due date manually is not a big effort in individual cases. In total, however, it takes a lot of time. Therefore, it would be great if it were possible to set a default in the settings of each HubSpot instance.

nthatcher-airbr
Colaborador

Change default task due date and time

resolver

Also be great if you could set the default to not remind you of a task.

The reminder is not needed when you already default to viewing your tasks every day. 

jaileer
Miembro

Change default task due date and time

resolver

I haven't used workflows so I'll check that out, thank you for the tip!  

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gelflex-cc
Asesor destacado

Change default task due date and time

resolver

@jaileer  @Krystina  Workflow require a certain subscription. Is there any other way? It is cumbersome to change the date before contacting.