We have a ticket that we use the API to add tasks to between 20-50 times a day. Over the last few days not all tasks have been displaying. As I scroll sometimes they load at the top (where they should have been to begin with), other times they read more
@BérangèreL Hi, thank you for your reply. The tasks I am mentioning are all new tasks. All of them have been posted by the API. The user is...read more
Hey @Ronen
you have limit of views you can create (for example 50 views or 20 taks queues)
If you have already reached that limit
the system...read more
Hello, I am trying to repeat this task to be created every month,but when I assign it to one of our team members, it says I can't repeat the task for a non-paying member. I was able to repeat other tasks assigned to them, but now it is not lett read more
Hi @RKirkley To use repeating tasks, the user has to have a paid seat ( see documentation here ).
You can set a task to repeat for other user...read more
Is there an alternative to tasks? I was originally wanting to have a checklist assigned to a sales person of things to complete once a workflow was activated but tasked looked to have been the only way to do that. Unfortunately, each checklist item read more
Hey @DLoszewski , have you thought about using pipelines to guide a process in your company?
If you've ever used Trello to organize things in...read more
Hi, I'm wondering if it's possible and how to set it that when a task is marked complete it is mandatory to create a follow up task until a deal is in a certain stage (in our case it would be WON or CLOSED). Can someone assist?
The sales team mainly works from the tasks page (sales, tasks). When you hover ver a task name and click edit you see the task details on the right hand side. It would be very beneficial and time saving to be able to customise this task pannel. read more
Hi @BradHennessy ,
While I don't have a fix to customize the task pane I will suggest using task queues. While it takes the team away from tas...read more
We are using Tasks tools with Sales Hub for order management job. If we have option to show Tasks like Deals viewing on board. We can see Tasks on board but it cannot edit propties on it. We would like to show more information on each tasks wh read more
I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking. I have a round robin going in Calendly for my sales team. I h read more
Hello @JOrlando19 , thank you for posting in our Community!
Checking more details about this integration, I can see this information comes directl...read more
We often assign companies to different sales reps based on their postcodes which is easily done. However when we do this we would ideally like all of the tasks associated with those companies to automatically be assigned to the same company owner. read more
Hi, Thanks for taking the time but this is not the issue. I'm aware of all of this. if a user has 30,000 companies assigned to them of which ...read more
Hi all - In the past, the Tasks view would remember the tab you had last used and would load with that tab highlighted when you selected Tasks from the Sales menu or returned to the Tasks lists after editing something. As of this morning, it read more
How did you manage to get the notification, @ADuncza ? I have made a workflow creating tasks, but there is no option to get notified when completed....read more
Would love to see a way to create saved filters for tasks , similar to how they work currently for contacts. For instance, Task Queues default to filtering all tasks assigned to the current user. I would like to save a view where the Task Queue read more
Hi @KHardisty ,
This is currently not possible but has already been requested by another user: Tasks lists - Ability to save default views
...read more