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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
Solved
yagro on February 06, 2024
Hello! We are having a slight issue where when inside of the start task screen we ae unable to send emials, set up meetings ect with out the task automaticlly completing. This is a issue as it then triggers automated workflows. Is it possible to read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 06, 2024 13:23
Hi @yagro , By clicking the small triangle next to the send button, you can choose to only send but not complete the task: For...read more
Solved
rockhero111 on December 10, 2023
Scheduling calls: - Is there no way to avoid having a time entry in the Time field? - Is there no way to specify "Must be at this exact time" vs "Within a few hours of this time" vs "Today" vs "Within a few days of this date?" (This seems to read more
0 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
December 14, 2023 16:01
Hi @rockhero111 and welcome to the Community! Can you ealborate on "scheduling calls" please? In my portal I can make a call and I can log c...read more
JDid on October 10, 2023
We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s read more
0 upvote
3 Replies
Member
October 12, 2023 10:43
Is there a good way to cross check each system to see where there are inaccuracies?
Solved
PWallin on August 24, 2023
Anyone know what's going on? I'm in Deals, trying to add a Task, and the Create button grey'd out (can't save). HELP???? Thanks!
0 upvote
2 Replies
Accepted Solution
Member
August 26, 2023 11:20
We figured it out. When creating a task you have to "name" the task. Once we did that - no worries. thx for trying.
Solved
BNewcomb2 on July 20, 2023
I keep creating tasks with scheduled due dates but they just erase themselves minutes later. Unless they are tasks within the next 2 hours, they do not stay in the collection of All Tasks. Why is this? How can I fix this? I just lost all my sheduled read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 21, 2023 00:16
Hi @Josh , I would echo @Josh 's suggestion to first clear all filters on the task index page... ... and then look into permi...read more
Solved
bobby-hawk on July 05, 2023
I am trying to filter my grid of tasks. I was looking under More Filters for Title. I'm looking to exclude tasks with "XYZ". The Title field is not a field that I can select. Why wouldn't Title be a field in this view?
2 upvotes
2 Replies
Accepted Solution
Hall of Famer | Partner
July 06, 2023 00:25
Hi @bobby-hawk , You're right, this is unintuitive and there isn't any documentation on why this is not included. For now, the only way to fil...read more
Solved
GWiffen on July 03, 2023
Hi everyone, this is my first post here, so please excuse me if I've got the wrong classification. I am trying to find a way to filter my contacts and show those which have no Task associated with them. Our database now has around 500 contac read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 03, 2023 10:44
Hi @GWiffen , You can do this by creating two lists. For the first one, filter for Activity properties : You can then filter ...read more
Solved
VIyengar on May 31, 2023
Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt read more
0 upvote
3 Replies
Accepted Solution
Contributor | Elite Partner
May 31, 2023 09:28
The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...read more
Solved
ChristelleH on January 05, 2023
Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more
2 upvotes
6 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 05, 2023 08:53
@ChristelleH that's a really good find. In my testing, if there are associated contacts, the task takes me to one of the contacts. If none, it take...read more
Solved
MWilliams3 on August 19, 2022
Hi, Hoping somone more creative than I can help me. I have tasks setup - all require the same action and it's brainless - a prime candidate for automation. They are follow-up tasks where they have replied to an email. (I have automatic fol read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 19, 2022 05:46
Hi @MWilliams3 , Sure, HubSpot has various options for automation. I wouldn't recommend using tasks as an intermediary however, if you'r...read more
EduardoCardoso on April 04, 2022
There is some way to make a trigger for a workflow using overdue tasks? I'm trying to find a solution for the lack of reports that show the tasks with their respective status. The idea was to create a property that adds 1 to the count whenever a read more
4 upvotes
1 Reply
Guide | Diamond Partner
April 04, 2022 23:57
Hi @EduardoCardoso , Recently came across such requirements from a client too for overdue tasks. A trigger like this and a report for this are not...read more
Solved
on January 26, 2022
Is there a way to view the tasks in the workflows vs. tasks that someone assigns themselves?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 26, 2022 13:04
Hi @ , As far as I know, there isn't, unfortunately. From the task overview ( Menu > Sales > Tasks ), there isn't any displayable co...read more
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