Set Due Date and Priority Level for Salesforce Task Assignment
In the Set a Salesforce Task workflow step, we absolutely need the ability to set the due date and priority level for assignments. We are seeing sales reps taking their sweet time following up on tasks because there is no deadline.
PS - It would also be great if the the personalization tokens resolved correctly in task assignment too.
You can now set a due date and priority level for Salesforce tasks created from HubSpot.
Can everyone give this a vote? http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/10886016-assign-priority-levels-on-tasks-in-the-crm
It's all well and good having priorities capability for Salesforce Synced Tasks, but it's needed in the Hubspot CRM in general for those that don't use salesforce.
Pam Regan commented
If it's completed for Salesforce, the same option should be available in HS CRM to be able to set a due date AND a priority level (high, medium, low or color coded) for tasks.
Shamus Kelley commented
This is a huge dilemma for our org at the moment. The ability to set a Due Date on a task is critical to our reporting and daily activity structure. Lastly, being able to set a task Type would also be a nice feature. These are both standard fields in salesforce that are used on a constant basis.
It would also be great to have the ability to assign a task to any Salesforce user, rather than just lead owners.
Margo Northcutt commented
Anyone have an interim workaround for the due date issue?
Thereasa Roy commented
I completely agree. I have to send my reps to two different screens now to get them to see all of their tasks. If anyone has a work-around that they're using in the meantime, I'd love to hear that too!
AdminHubSpotter (Admin, HubSpot) commented
Great idea - we are looking at ways to improve our task sync, this is very high up on our list.
I agree. This would be extremely helpful! I can't believe this isn't part of the task functionality?