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Research hubspot tasks #602

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o-ram opened this issue Jan 3, 2025 · 1 comment
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Research hubspot tasks #602

o-ram opened this issue Jan 3, 2025 · 1 comment
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@o-ram @laneymangan @mariearaneta @ninadinh-la

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o-ram commented Jan 3, 2025

Research further capabilities of Hubspot tasks.

  • read more about queues
  • look into task creation and assignment automation for pipelines
  • Create task views
  • Propose how to incorporate task reviews in weekly meetings
@o-ram o-ram moved this from Todo to In Progress in Customer Success Jan 11, 2025
@o-ram o-ram moved this from In Progress to In Review in Customer Success Jan 21, 2025
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o-ram commented Jan 22, 2025

Task tracking dashboard is here; will be looked at weekly

@o-ram o-ram closed this as completed Jan 22, 2025
@github-project-automation github-project-automation bot moved this from In Review to Done in Customer Success Jan 22, 2025
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@mariearaneta mariearaneta

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