It would be great to be able to assign a task to another user on the follow up tasks. Especially in the app when sales reps are on the road, they can assign the task to the inside sales rep. This will help with inside and outside collaboration as read more

Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails. You can open the task dashboard and it allows you to check things read more

Hello, I got a warning ("!") on my tasks view: en-gb.viewsManagement.pinnedViews.abovePinnedViewLimitAlert.title What does it mean?

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

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

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

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

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 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

I'd like to be able to send a notification when a task is complete.