Customizable Task Columns

[PFearnow]

The current column options within each task are good, but the reality is, you’re never going to be able to create all the possible options every user, in every industry/company, want for their specific use. Even if you could, you wouldn’t want to, because the list would 10k item long.

Instead, fully customized column options would be great. You would go into Tasks>Actions>Edit Columns and here would be an option to create a custom column. This would allow you to name a new custom column and define the content type as numerical, text, date, link, etc.

With this solution, if I wanted to list a unique item id, upc, color, etc. The options would be endless and this would remove the necessity to dumb a bunch of data into the notes field.

Thanks

[JenniferErena]

A specific use case:

Our appointment setter creates follow-up tasks for calling/emailing PROSPECTS. In the time between tasks, we acquire a company and that prospect is NOW a CLIENT. But there’s no way to know that from the task list and is easy to miss when zooming through your tasks.

1. Filter OUT clients (but that still leaves an overdue task on their record)

2. Column with Company Type to easily scan and see whose type may have changed and delete the task.

3. Somewhat helpful might be a Column for company owner, which SHOULD also change as they become a client.