1. Workflow - Just curious, with Hubspot so CONTACT focused, why we wouldn’t start there with the Workflow capability vs. the Company/Deal? Maybe with CONTACT being the focus, it jsut has a higher barrier to entry?
2. HIGH, MEDIUM, LOW - that was more an example of what one could do with Custom Task Priorities. A custom field for Priority would allow for prioritizing Tasks by Product, Process, Personnel, CTA, etc…
3. Sorting - Now combine Priority field assignment in Contact Workflows, Sorting of Tasks by Priority , this becomes SUPER powerful/useful.
1/ Contact WF issue: The “Priority” property currently can’t be set from a Contact WF.
2/ Property Type: I am not convinced a “Y/N” property type for a “Priority” property as we have today makes sense. Fundamentally, there is an infinite possible number of priorities as every task could be prioritized relative to the other and the amount of task is infinite… To me, that means the right design would have been a property that can store many many values (number or letters), not just one.
3/ Priority’s inputs/outputs: if you read people above, many have the “Priority” as an output of other inputs (importance, urgency, category, etc.). It sounds like you can’t capture all that with a single solution and you should not even aim to. What I would have done is just to release custom properties for tasks. Then let people create properties for categories, importance, urgencies… and if they want to, they could derive the priority from those other properties.
What’s above is a holistic approach to deal with the priorities of the task, for anybody. Instead, we got a checkbox field…
I think Hubspot here is trying to think too much and delivers patches instead of a solution. You must go to the simple, essential solution. Think about how AirTable would handle that for example: create a new field called “Priority” (the output, a formula), create new fields for inputs (importance, urgency, the inputs). Done. Takes less than 5 min to the user to create. Works for all use cases described here.
I also agree with @VagaeNatus and the others here that we should be able to assign custom priorities to task. It’s a bit awkard that the only options today are:
- None
- High
Virtually every To Do app on the market has multiple priority levels for a to do. For example, Todist app has four levels, Priority 1-4, which automatically sorts with highest prioroity(1) at the top of the list and with corresponding color-coded icon. sjudson you ask how to determine priority levels and why one would want it. Simply, top priority on top, lower ones down the list. Visually easy to quickly recognize the high priority to do’s that need to get done today, ones that are important but not critical and the remaining nice to get to.
Examples of some to do’s I would like to get done today, with the critical ones on top, so if I get thru the tops ones, I can tackle the less priority ones, but if not, I’ll simply move to the next day.
I’m a relatively new user but was amazed to find you can’t set priorities for tasks - when is this coming? It’s fundamental, and my team need it for task management in tickets.
Yet another upvote for more priority options on the tasks, I echo all the other comments above, a single option of high does not really fit the way everyone works, although perhaps HubSpot could set this feature request to High.… rather than the none it seems to be getting at the moment.
It would be great to be able to customize the naming convention of priority. So don’t just add Medium and Low, but let me add what I want. I would like to have some tasks that are related to customer check ins, other tasks related to marketing, others to sales, and others to renewals. We use tasks a lot, but I’d really like to make sure that all of my clients have a task associated with their renewals. Given that they might have 1-4 tasks associated with them for a variety of reasons, I need a way to filter the tasks by a custom field. I’m fine with Priority being the custom field, but let’s just give it a little flexibility to allow people to use it however they need.
They already have code and process in place for custom “Call & meeting types” and “Call outcomes”.
All we need is simple screen to add “Task Priorities”.
