I am an Insightly user looking to switch over to Hubspot. One of the items I like to be able to report on are some of the other tasks related to sales such a “Demo” or “RFP”.
I drop down menu or customizable task list would be awesome in order to better define some of the “other” sales tasks that we would like to be able to monitor and analyze.
Hi,
It would be great if there would be an option to custimize the task types. By customizing the tasks we can be more specific in the communication towards other users.
Having a similar set up like the call / meeting types would add a lot value in standardising / understanding which type of tasks are effectice in the way we communicate.
Thanks!
Hi @CWand Great suggestion. Moving this to the Ideas forum for further comment. Can you ad a bit more context on how this would help your business and workflow?
Thank you,
Ed Justen
Very similar to call types. It would be great to have task type. By customising the task types we can be very specific about the type of tasks. The more specific the tasks, the clearer the instructions. We would be able design specific workflows
This woud be an excellent feature. I moved tghe company from a competative CRM that had a Task list that was customizable and printable. The feature allowed the sales team to drill down by Deal, Contact, and or Company. Almost like we see when we open a 'Deal". Is very helpful when we have reps working multipal deals within a one company.
Definitely in favour of this, it would help me hugely to have an “Initial Outreach” task type that could then be filtered out so as not to get in the way of more pressing, warm leads. These could then become the focus once the more pressing tasks have been completed.
Fully agree, this is something we would like to edit. Ability to tailor task types would just be one additional level of detail that is very meaningful. I agre with Cwand, make it like the call & meeting types functionality.
I also really want this! also to be able to report on all the different task types for all the users in a portal.
+1 that would be a very helpful feature for us. When a colleague sends a task they should be able to choose between priority 1 / 2 /3 and the assignee should be able to see the same prioritisation for the task.
Yes we would like to tag all of our hottest prospects with a certain call type that our reps could filter on.
Yes I would also love this feature.
I would like a task type like ‘follow up’
because my Personal assistant can adjust the type from ‘to do’ to ‘follow up’ and then I know that she has atleast started with the task.
Definitely helpful; various task types should be customizable and could include a number of types:
LinkedIn connect
InMail
Direct mail
Text message
etc.
I also think this would be a great addition. I have different types of tasks I perform and if I could edit the types in the drop down menu, it would cut back on having to type out the type of task I have to do for each and every task.
Also adding a +1 for this idea. We use tasks to manage a number of workflows and different types of to-dos for the team that we would like to be able to report out on.
I absolutely agree with this too. I want to be able to track certain tasks that I do in users accounts, and would like to name and customize the types of activities so we can create more detailed reports.
+1 - I’d like to have an On-Site Meeting as a task type.
Hi
Is it possible to add custom activities that can be logged on a contact? Now there are call, email and meeting.
Yes, I would also like to know this. Direct Mail is big aspect of our marketing and we need to track this as an engagement not just a note so we can work out the success.
I’m upvoting the crud out of this…
Our business tracks “Meetings” tasks in different buckets to track productivity and traction within the sales stages of our pipeline. We’d love to differentiate between Initial Meetings vs. Product Demos. Generally, customizing or the ability to add Task types would be useful for our business.
