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CMarritt on December 09, 2022
tiWe have a workflow based on a ticket pipeline and tasks are created based on which ticket status the ticket is moved to, but sometimes the ticket might move back to a status it's already been in, which triggers the tasks to be recreated even when read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 09, 2022 08:05
Hi @CMarritt , If you do not want the task to be recreated, you would disable re-enrollment for this workflow: more
WhaleHouseNL on October 24, 2022
When a person fills a Hubspot form that submission doesn't go to the conversations inbox - neither does it create a task for me to connect with that person. Have I set something up incorrectly?
Accepted Solution
Community Manager
October 25, 2022 04:13
Hi @WhaleHouseNL Thank you for reaching out! Did you follow these steps to connect and customize a form channel in your more
clvtross on September 22, 2022
I want to confirm that I am able to create free users from our instance and confirm they can view and complete tasks assigned to them directly. I know that accessing tasks in a queue does depend on a Professional or Enterprise license. I also want t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 23, 2022 01:07
Hi @clvtross , Creating, editing, assigning and completing tasks and tickets are all features available to free users: more
JessicaEnglund on July 08, 2022
When in the Task queue, selecting the Task Title should link to the Task details. Currentlty, if there is no associated Company assigned, it links to the associated Ticket's Activity view (not Task view): When there is an associated read more
3 Replies
Community Manager
July 13, 2022 04:25
Hi @JessicaEnglund Thank you for your reply and sorry about that I definitely meant the Tasks tab and not the notes tab... I had a more
Baduist on September 14, 2021
Is it possible to automatically assign a ticket (or create a task) to a team / rep based on keywords in the content of the ticket? i.e. if an oncoming message has the word "unsubscribe" assign it to a certain team member, or if it contains "intere read more
0 upvote
5 Replies
Thought Leader | Diamond Partner
October 04, 2022 16:08
Thanks @kvlschaefer for the tag 🙂 Hi @CPrentice and @Baduist it's not possible to create custom properties for a conversation. The more
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