I’m absolutely blown away that your CRM does not allow a rep to print out a task list. I’ve never even heard of a “Customer Relationship Management” system that does not allow you to print out what tasks you have to manage with your customers. Please get this completed asap. There is really no excuse for this not being an option.
Totally agree with this. It would be very nice if it is possible to export tasks like i can export daily, weekly and monthly marketing (new lead) reports to a specific set of receivers. The possibility to split task reports on manager, team and user level would be nice.
In this way I’m able to send weekly (open) task reports by email to the management team to discuss the performance of teams. These old fashion guys still like print, so excel export printed on paper would be awesome.
Currently I’m doing this with marketing reports, a copy of this functionality to the task list would do the trick.
We would love to see this too please to be able to monitor our reps progress!
Being able to report on tasks, by activity, and by contact type is really important and it seems like it wouldn’t be that challenging to implement.
Use case:
As a manager, I would like to understand how many actions it takes to connect with a client. I’d like to be able to report on the separate actions taken on the account to understand how much effort goes into managing a client. This seems like basic functionality and would add such value to Hubspot from a CRM perspective. Reporting only on “last activity” or “last contact”, or not being able to pull task lists and data is weak and grounds for considering another platform.
If we could have access to raw data feeds, we’d be able to create our own reports which would be a fine substitue.
We would love this to - helps us to review and cover other peoples tasks when they go on holiday or are out for illness in the team etc.
This is a must. Looking forward to being able to export task list for enhanced workflow. Also, a column needs to be added which shows who the task was “assigned by”. As a Marketer, I need to be able to assign mutliple tasks to different members of my Sales team, and report on the results of those assignments.
Please consider this functionality. It’s something our company needs to follow up with large portfolios and not miss anything.
So for over a year, have been people asking for this. You simply say not planned. Is there an explanation of any kind or does HubSpot not care to explain why they are not developing this?
Still waiting on this feature.
Even more important is to enable the Task Object to have the ability to do workflows and list creation!
Would really love to be able to export tasks to excel format.
Hello? Is anyone there? Right now, not having this feature makes me
. Please create this feature so I can be
.
Thank you for your input @jasonkeen - this is something we’re still calculating the best approach for, it is on our minds and something we hope to build but we aren’t quite there yet. I will update this post once we have a more clear timetable.
Definitely a feature I am missing! Especially working with many tasks at once, being able to export to excel gives a better overview as well as filtering and sorting options.
While this feature is not available in native Hubspot export, you can use third-party tool Import2 WIzard to export tasks and filter while exporting for example by status (complete, in progress etc) or by creation date for example.
Here is an overview on extracting sales activities from Hubspot: https://blog.import2.com/extracting-client-engagement-history/
Yes please! This is something our sales team are asking for as they manage a lot of tasks in Hubspot and find it useful to export and share with others.
This is something I need. We have such a volume of tasks being created and completed it would be so valuable to be able to export the full list and pivot out relevant data for our teams. This is much easier than the reporting add-on.
Tasks needs to be available to export. Along with “Notes” and Recorded Calls". I would never have signed up for Hubspot had I known the data that my company puts in can’t be exported!!! I was able to import this information from Salesforce to Hubspot but Hubspot won’t let me export this same information? This is MY data? I cannot recommend this to any other business owner until this is fixed. This was never explained to be while talking to MANY Hubspot sales personel.
To say I’m frustrated is an understatement.
Please add task list export, just like in the other tools (eg. deals). Would make things in a collaborative meeting setting easier.
This needs to be a fast-tracked feature. Since project information cannot be filtered on a per-user basis this export feature would at least help as a stop-gap for performance reporting.
I agree. We also send some direct mail to people in workflows. We assign a task (a to do) to someone, and I’d like that person to be able to export their tasks in a spreadsheet AND be able to select the fields to export like street address, city, state, etc. That way they can do a mailmerge to labels, and easily track between the completed mailing and the completed tasks in Hubspot.