Property date tracker HubSpot Update

The Update Algorithm By Sidekick Strategies

HubSpot Product Update Briefing: Property Date Tracker

Date: September 10, 2024

Product: HubSpot CRM

Feature: Property Date Tracker

Summary:

This product update introduces a new "Property Date Tracker" card across all HubSpot products and editions. This feature enhances deadline management by providing a visual representation of date-based properties' progress.

Key Features & Benefits:

• Visual Deadline Tracking: The card displays the start date, end date, and current date for chosen properties in a clear and concise format.
• Improved Workflow Efficiency: Users can quickly assess their progress against deadlines for various activities, such as contract renewals.
• Enhanced Actionability: The visual representation allows users to easily identify approaching deadlines and take necessary actions proactively.
• Customization: Admins can create Property Date Tracker cards for any object type and customize the displayed properties within the card.

Implementation:

1. Navigate to the record customization tab in settings for the desired object type.
2. Select the view you wish to edit.
3. Click "Add cards" on the middle column and choose to create a new card.
4. Within the card builder, select the desired start and end date properties to display on the card.

Impact:

The Property Date Tracker empowers HubSpot users to:

• Reduce missed deadlines: The visual cues promote timely action and prevent oversight.
• Improve productivity: The easy-to-understand format streamlines deadline management and frees up time for other tasks.
• Enhance client management: Meeting deadlines consistently contributes to a more professional and reliable client experience.

Quote:

"This card helps users quickly track upcoming deadlines and determine necessary actions. Users more easily assess progress against deadlines based on the start date, end date, and current date for activities such as contract renewals."