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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
1 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
January 05, 2023 05:53
@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 more
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 02:46
Hi @MWilliams3 , Sure, HubSpot has various options for automation. I wouldn't recommend using tasks as an intermediary however, if you' 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
1 Reply
Guide | Diamond Partner
April 04, 2022 20:57
Hi @EduardoCardoso , Recently came across such requirements from a client too for overdue tasks. A trigger like this and a report for this are more
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 10:04
Hi @ , As far as I know, there isn't, unfortunately. From the task overview ( Menu > Sales > Tasks ), there isn't any displayable more
AJohnson8 on December 03, 2021
Lisbon HUG | How to use AI and Automation with HubSpot to grow your Business Thursday, December 16th | 3:00 PM (WET), 10:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Lisbon read more
quiggdavid1406 on April 14, 2021
Everytime I speak to a contact I should be set a future task to speak to them again. Is it possible to filter my contacts and see those who do not have a task assoicatied to them so that I am sure I have one for everyone. I want to make sure I read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 14, 2021 09:28
Hi @quiggdavid1406 , Yes, this is possible with lists. Navigate to Menu > Contacts > Lists > Contact-based > Active list more
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