1 Accepted solution
Hi @helgaraisely,
Happy to help here!
@helgaraisely wrote:
And secondly, I would love to set the deadline date of the follow up task based on when the meeting takes place (the current trigger is if meeting has been booked using the hubspot booking link) rather than set for the date the meeting was booked.
Are you referring to tasks created via workflow? If so, you could use the 'Delay until a date' option:
If contacts regularly book more than one meeting however this won't work well, simply because HubSpot only shows the date of the last chronological meeting in the 'Date of last meeting booked in meetings tool' property. To accomodate for that, you could adjust the workflow as shown below. It would then create tasks for contacts with multiple meetings immediately still. For anyone else, it would be timed as per the meeting date.
@helgaraisely wrote:
When I have a meeting, I always a have a number of follow up tasks to do. I have set up a sequence but the problem is that I don't do the follow up tasks in the same order each time. It would be great to have one task that consists of a number of sub tasks and once all sub tasks are completed the 'parent' task is marked as complete.
This is currently not possible. Other users have however requested this before:
Feature Request: Project Task/Sub Task Templates to Create Project
Subtasks, Task Types, Not Required Due Dates
I'd recommend commenting and upvoting on these threads. The product team reviews them based on their popularity. You can also make it easier for others to find these requests by accepting my reply here as a solution. I'd appreciate it!
Have a great day!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Hi @helgaraisely,
Happy to help here!
@helgaraisely wrote:
And secondly, I would love to set the deadline date of the follow up task based on when the meeting takes place (the current trigger is if meeting has been booked using the hubspot booking link) rather than set for the date the meeting was booked.
Are you referring to tasks created via workflow? If so, you could use the 'Delay until a date' option:
If contacts regularly book more than one meeting however this won't work well, simply because HubSpot only shows the date of the last chronological meeting in the 'Date of last meeting booked in meetings tool' property. To accomodate for that, you could adjust the workflow as shown below. It would then create tasks for contacts with multiple meetings immediately still. For anyone else, it would be timed as per the meeting date.
@helgaraisely wrote:
When I have a meeting, I always a have a number of follow up tasks to do. I have set up a sequence but the problem is that I don't do the follow up tasks in the same order each time. It would be great to have one task that consists of a number of sub tasks and once all sub tasks are completed the 'parent' task is marked as complete.
This is currently not possible. Other users have however requested this before:
Feature Request: Project Task/Sub Task Templates to Create Project
Subtasks, Task Types, Not Required Due Dates
I'd recommend commenting and upvoting on these threads. The product team reviews them based on their popularity. You can also make it easier for others to find these requests by accepting my reply here as a solution. I'd appreciate it!
Have a great day!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
