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Solved
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 22, 2022 22:07
Hi @clvtross , Creating, editing, assigning and completing tasks and tickets are all features available to free users: https://knowledge.hu...read 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
2 upvotes
3 Replies
Community Manager
July 13, 2022 01:25
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 l...read 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
Recognized Expert | Partner
October 04, 2022 13:08
Thanks @kvonloesecke for the tag 🙂 Hi @CPrentice and @Baduist it's not possible to create custom properties for a conversation. The on...read more
MMacfarlane on February 25, 2021
The above error message keeps coming up for one user's login. If another user logs in, no problem. Clearing cache on the PC makes no difference. Problem would apprear to be link to the login profile.
0 upvote
1 Reply
Community Manager
February 25, 2021 09:09
Hello @MMacfarlane , This may be due to a cache error associated with the user email in specific. We recommend as next steps to please cle...read more
EWeaver on January 29, 2021
This has been a point of contention for 2 departments at my company. We have separate workflows where individuals are automatically assigned tasks with due dates assigned to them. However, because Hubspot counts weekends, we often find tasks with du read more
2 upvotes
2 Replies
Member
November 09, 2021 18:25
Respectfully, you're missing the Use Case here: A task assigned on Fri at noon, with a 1-day completion requirement should be due on Monday at 1 - ...read more
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