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HenrikAgergaard
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Member since ‎Jun 3, 2021
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Activity

parryp on November 01, 2018
Recurring Email of Custom Reports Exported in Excel
Hubspot currently has a feature that allows users to set up recurring emails of a chosen Dashboard. Hubspot also has a feature that allows users to create custom reports, and export them to Excel. I want to be able to set up recurring emails of read more
Reply Idea Sales Reporting
126 upvotes
40 Replies
HenrikAgergaard
Participant
November 15, 2023
As many of us manage dynamic sales teams, the ability to automatically send detailed and actionable reports is not just a convenience; it's a necessi...read more
PhocosJP on July 25, 2017
Attach Files to Task
Hello, I think it would be a great if youc ould allow users to attach files to tasks during task creation. Often times, tasks are created for task owners to review documents that it would be very convenient to have attached to the task when the read more
Reply Idea Tasks
107 upvotes
37 Replies
HenrikAgergaard
Participant
March 14, 2023
+1
HenrikAgergaard on July 22, 2021
"Assigned by" property in HubSpot < Sales < Tasks
Hi, There is no function/property in HubSpot were you are able to filter by "assigned by". Example: A sales manager assignes a couple of tasks to 10 different people. He now wants to see all the tasks he assigned to others, to follow-up on wh read more
Reply Idea Tasks
0 upvote
0 Reply
samglenn on January 14, 2020
"Assigned By" in Task Property
It would be nice to be able to see, specifically in the Task "board" view, who a task was assigned by. Was this a task I created for myself? Did a teammate create it for me? Was it auto-created? Did my boss assign it to me? This would also be help read more
Reply Idea Tasks
104 upvotes
44 Replies
HenrikAgergaard
Participant
July 19, 2021
Yeah, I would also like to support that idea. 🙂
Solved
HenrikAgergaard on June 03, 2021
View tasks assigned to others
Hi, How are you not able to see all tasks assigned to others. You are able to see created "created by" in the tasks itself, but in the tasks overview, you are not able to filter on tasks assigned by user. How is that not a feature yet?? Best read more
Reply Discussion Tasks
0 upvote
7 Replies
HenrikAgergaard
Participant
July 19, 2021
Hi again @karstenkoehler or @sharonlicari , I have still not heard from you regarding my question. Is there a way, where you are able to see al...read more
Solved
HenrikAgergaard on June 03, 2021
View tasks assigned to others
Hi, How are you not able to see all tasks assigned to others. You are able to see created "created by" in the tasks itself, but in the tasks overview, you are not able to filter on tasks assigned by user. How is that not a feature yet?? Best read more
Reply Discussion Tasks
0 upvote
7 Replies
HenrikAgergaard
Participant
July 19, 2021
Hi again @karstenkoehler or @sharonlicari , I have still not heard from you regarding my question. Is there a way, where you are able to see al...read more
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