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Tickets & Conversations

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Solved

JBailey6 on February 22, 2024

Ignored community conversations

Problem: When viewing tasks, there is no option to filter the associated companies State or Region. This has been requested multiple times over the years with no response from HubSpot. 01/21 Request - No Response 03/21 Request - No Respons read more

Reply Conversations CRM Professional Sales Service Tasks

0 upvote

1 Reply

Accepted solution

Jnix284

Hall of Famer

February 22, 2024 19:29

Hi @JBailey6 while I can't speak to why there hasn't been an update from HubSpot on the previous idea requests, one thing I've learned about the co...read more

Solved

CMarritt on December 09, 2022

Task creation based on ticket status - how to avoid duplicate tasks

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

Reply Tasks Tickets Workflows

0 upvote

3 Replies

Accepted solution

karstenkoehler

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: https://knowledge.hubspot.com/...read more

Solved

WhaleHouseNL on October 24, 2022

Form Submissions not going to Inbox

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?

Reply Automation Form Confirmation Forms Inbox Starter task Tasks

0 upvote

2 Replies

Accepted solution

TitiCuisset

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 Conversation...read more

Solved

clvtross on September 22, 2022

Managing Tasks and Tickets

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

Reply Tasks Tickets

0 upvote

1 Reply

Accepted solution

karstenkoehler

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: https://knowledge.hu...read more

JessicaEnglund on July 08, 2022

Task View: change behavior to link to task details

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

Reply Tasks

2 upvotes

3 Replies

TitiCuisset

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 l...read more

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