Sales Hub Tools

jaileer
Mitglied

Change default task due date and time

lösung

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 Akzeptierte Lösungen
Krystina
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Change default task due date and time

lösung

@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 »

Lösung in ursprünglichem Beitrag anzeigen

nthatcher-airbr
Lösung
Mitwirkender/Mitwirkende

Change default task due date and time

lösung

🙌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

Lösung in ursprünglichem Beitrag anzeigen

13 Antworten
nthatcher-airbr
Lösung
Mitwirkender/Mitwirkende

Change default task due date and time

lösung

🙌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
Mitglied

Change default task due date and time

lösung

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
Teilnehmer/-in

Change default task due date and time

lösung

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

0 Upvotes
PamCotton
Community-Manager/-in
Community-Manager/-in

Change default task due date and time

lösung

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
Teilnehmer/-in

Change default task due date and time

lösung

Thanks

angelonodari
Teilnehmer/-in

Change default task due date and time

lösung

We need the same feature developed in Hubspot. 

Change the default time for manual tasks.

please

Thank you

Krystina
Autorität | Diamond Partner
Autorität | Diamond Partner

Change default task due date and time

lösung

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
Mitglied

Change default task due date and time

lösung

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
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Change default task due date and time

lösung

@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
Teilnehmer/-in | Elite Partner
Teilnehmer/-in | Elite Partner

Change default task due date and time

lösung

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
Mitwirkender/Mitwirkende

Change default task due date and time

lösung

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
Mitglied

Change default task due date and time

lösung

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

0 Upvotes
gelflex-cc
Autorität

Change default task due date and time

lösung

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