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JBailey6 en Febrero 22, 2024
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 Leer más
Accepted Solution
Miembro estimable | Partner nivel Elite
Febrero 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...Leer más
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CMarritt en Diciembre 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 Leer más
0 Me gusta
3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Diciembre 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/...Leer más
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WhaleHouseNL en Octubre 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
Administrador de la comunidad
Octubre 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...Leer más
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clvtross en Septiembre 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 Leer más
0 Me gusta
1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Septiembre 23, 2022 01:07
Hi @clvtross , Creating, editing, assigning and completing tasks and tickets are all features available to free users: https://knowledge.hu...Leer más
JessicaEnglund en Julio 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 Leer más
2 Me gusta
3 Respuestas
Administrador de la comunidad
Julio 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...Leer más
Baduist en Septiembre 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 Leer más
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5 Respuestas
Miembro estimable | Partner nivel Elite
Octubre 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 onl...Leer más
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