Absolutely this would be a helpful feature. You can add/edit columns in Contacts view…why wouldnt you be able to do the same thing in Tasks?
I like the idea of beign able to see the status of contact in tasks column. One big thing I would like to see as well is a state field added. I am reaching out from East to West coast, and if I can see the state, city too even, I know then to hold off on calling. Yes I set my tasks time accordingly to time zone, but when over whelmed and behind on tasks that are overdue, it would be nice to see what state they are in so I am not calling CA at 8am EST.
Hi community / HubSpot,
Love to ‘Tasks’ tool. However, I wish I could see the ‘Outcome’ in the columns.
I cannot select ‘Outcome’ as a field with the ‘Edit Columns’ button, unfortunately. It would help me see deals that closed already much faster.
Who else?
Thanks,
Would be great if we could get the Deal Stage added as a column on the Tasks page. For those who don’t use the ‘Task Queue’ system, it would be handy to quickly identify which deals are in which stage so they can be prioritised over others.
I would like the “association” column to allow me to have the association for a task to be a deal name, not the default company name or contact name. Alternatively, I would like to be able to add columns for company name, deal name, and contact name in the task list. This limitation is frustration as my work arounds permeate throughout my system and affect various reporting and other functions.
I just wonder if there has been any progress on this developement?
It would be amazing if we have an option to customize colums of the tasks - we would love to pull some information from ‘about this company’ properties to the columns of the tasks
Better filtering tools for sorting
more column view options example country (for time zone management) company name.
Improve queued tasks - when starting mid list “skip” should not take you back to the first task but continue on in the list from where you began.
Absolutely! We do not currently get a goof overview of tasks, as we can not see the company name (bearing in mind a lot leads use personal email addresses so there is no logo attached to their name) or the country.
I often have several outbound leads from the same company but located in different countries, it’s important to get an overview of who is located where, when I make calls.
Agreed. I currently have to export to excel for our BDRs to see the information they need to dial. I would hope to see any proporty as HubSpot as a column to be added to the task queue. Same as you can add columns in list view.
It would be super useful for our team to be able to filter the task view by contact information properties. This would really help us work efficiently.
Don’t forget to upvote!
Our sales rep would need a column that shows if the task is in a Queue or not.
The fact that you’ve had complaints and requests to not only create custom property columns, but ALSO upload outside to-do lists as a CSV file since 2018, and still haven’t integrated it speaks a larger problem about your company not listening to feedback from clients. You have over 70 requests for this feature alone in this thread, which would take very little effot to implement. Yet it’s still
under review" what??
Agreed!!!
Agreed, this needs to be taken into account and ASAP. Please let us have some feedback and action.
In our company, we use the tasks feature to assign RFQ’s/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to include other propiet as per example: state, segment
It would be extremly helpful to add State/Region to the list of columns. I have users located in different timezones calling leads in a variety of timezones.
We need the ability to search & sort by contact and company in the task table view. We have 1000’s of pending tasks and are hindered by not being able to search in this way. From our import from our old CRM, some pending tasks were brought in without both company and contact associations. Please add this function.
Would be really useful to be able to see the Lifecycle Stage of the contact in the Tasks list…
Hi,
I would like to filter on customize contact properties. If this is to hard for now, you can also make Task properties. So we can automize copy contact property to task property. Than we can select the right colomn to filter/sort the tasks.
Pretty sure they didn’t listen