In Deals we have the option to edit and add stages to fit our business model.
Similarly, in Tasks we would like to see flexibility to adapt the stages to completion shown on the Kanban board.
Use case: We have multiple steps within the ‘In Progress’ stage that we would like to reflect for better accountability and transparency. A task can sit in the ‘In Progress’ stage for some time and there’s no clarity on whether there is actually progress being made.
e.g. add a stage ‘Submitted for Review’ or ‘Researching’ that occurs between Not Started and Completed. Adding a ‘Blocked’ stage would also help managers identify tasks where a Sales rep needs their support.
This is a great idea and it would be an amazing opportunity to improve the UI of the tasks in HubSpot. I hope we can see this one day implemented as it’s a beatiful and tidy design.
I desperately need this to be an option! Would be amazing to have tasks be their own Object, or have some other way of creating a persistent record that can be used on the Service Hub side to track stages of the customer journey.
Eg. Sales moves their Deal object to a “Trial” status in HubSpot, which creates a CS ticket in ServiceHub to request a product demonstration; the ticket is used for comms and has the automations set up to change status when customer responds: Would be great to have a separate task or other sort of object that be associated to the ticket, but statused based on where the customer is in the journey, and not statused by whether they emailed us, or we emailed them (the default automations for the pipelines).
I am new to ServiceHub and HubSpot, so maybe I am just showing my complete ignorance, but hopefully what I have said makes sense!
TL;DR I just want a kanban board INSIDE ServiceHub, because the whole reason we got it was to eleminate the need for extra platforms.
This would be a great help, quick win for hubspot and I have seen and used this in other CRMs, so I think hubspot should catch up with its competitors with this feature
Bring them back! Just for tasks… it’s exactly what we need. Guessing you might be thinking about creating an entirely new Workspace; plesae don’t. Just boards and let us customize it all so we can work through tasks.
