Is it possible to change the properties that my team sees on the tasks comumns?
I went to “actions” while on the tasks page and then “edit columns” but it only has 6 default properties available to choose from.
I’d be very interested in the ability to add more column options to the task list. There are many that would be useful - associated company is a must I would have thought. In addition, last contacted (date). But a wider range (as per the list on the contact column page options) would be perfect.
Very much agree with this. I want to have some indication of deal size linked with the tasks to be done
I definitely agree with the associated company being a must. Not sure why it’s not there.
Hi Frank,
I can not see to find thie option highlighted. How do I get there?
Thanks.
Chris
Thank you. This is exactly what I needed!
Hi, is it possible to add a telephone number, e-mail and other valuable information in this screen or at least at Task detals that’s opened when we click in a task? All other CRM’s that we tested had this option and this is something very important to make us migrate to a paid plan.
I am not sure I understand what you are trying to accomplish. The task dashboard is where you start from not where you interact from. From here you go into the company or contact and you have all the information needed.
The key use case is being able to sort my list of tasks by company (so I can complete all tasks on a company at once and have visibility on all tasks under a company). I can’t see why it is such an issue for hubspot to add - it seems incredibly obvious.
I want both Contact AND Company and phone/email details and Last Activity Date.
When can we add an additional column like Company Name, not just the contact name?
@youngstr move the concept to the idea forum.
I agree that the number of possible columns in the task overview is quite limited. For example we would like to add the “created by” as a custom field to that overview, so you can immedeately see who has assigned a task to you …
Hi @mamersfoort
Welcome to the Community!
I’d advise you to add your feedback on this idea. As you can see the current status is “Being Reviewed” which means our Product team is currently evaluating this idea. If you follow the idea you’ll be able to receive notifications when the status change or any update from the team.
Thanks
Sharon
It is very frustrating that we cannot see the company on the task view.
i 10000% agee!
Hi @jakers007, hey everyone,
It’s now possible to show the associated records. Under Menu > Sales > Tasks > Edit columns, you should see these checkboxes:
Best regards!
What if we need additional columns like State?