Task Priority Status

[M0]

@sjudson @blodge I hope one of you is still at Hubspot, and if not I hope somone at Hubspot sees this.

In the hubspot task settings (Settings > Objects > Tasks) there is onlyone option, and that is to toggle on or off “Follow up reminders”. There aren’t any other things that we can edit or change there.

There are also no options in the property settings (Settings > Properties > filter by) to change anything on the task object. You can only change properties on Company, Contact, Deal, Product, & Ticket objects. There is no way to edit the properties on a task, or to add custom fields to tasks.

As for the taks themselves, we only have 5 options in the dropdown To-do, Call, Email, Sales Navigator - inMail, & Sales Navigator - Connection Request. We only have those last two options because we are using the LinkedIn integration, is there an integration that allows us to have other options for TYPE outside of the 5 options.

task types

It’s super difficult to have the due date always be 3 days, and 8am. We want to have this as a default for each individual sales person based on their timezone, working hours, and how quickly they want to do a follow up task after the current task. We want to have 1-2 days most of the time and not 3 days. We want to have 6am, 7am, 8am, 9am, 10am, etc as options, and half hours would be a luxury as well with that custom time that is defaulted in task creation.

default of 3 business days and 8am

Priority of None or High just isn’t enough. There needs to be other options, even if it’s in the settings and I turn it on and then customize it. To add or remove the options in the dropdown just as you would with a field on a deal/contact/company/etc.

task priorities

[SBuckley]

@M0 @hubspot

For sales and marketing, a way to organize tasks based on timezone, is essential. Most other CRMs allow for that functionality. I found a way to create queues with titles of timezone, but the issue is that any sequence won’t allow subsequent tasks to fall within that queue.

If from the “Tasks Due Today” would allow the tasks to pull in the data from the contact or company associated, it would be nice to see a column of the state or timezone, so that at the beginning of the day - one could assign the task to the appropriate “timezone queue”, it would allow better organization of tasks throughout the day.

For real, your tasks functionality are the most unorganized that I’ve seen in my 12-year sales experience, from a CRM standpoint.

[APIANT]

@sjudson Only being able to set a priority to High or None isn’t sufficient IMO.

I’m taking my cue from this great article published by HubSpot: The HubSpot Sales Blog

More specifically this part:

It would be great to have the ability to set our own options in the drop down. I personally really like the P1, P2, P3, etc. approach.

[AMaciasLabrad]

Hello everyone

I think there may be an improvement in the agility of creating tasks during the recording of telephone calls after completing them or the recording of another action such as email, meeting, WhatsApp… because after making the call and wanting to create a task tracking, I can’t directly put the following task specifications: Type, Priority, Queue and Assigned in that same action and I have to do it when the call or other record is saved and the task is generated (which you don’t see instantly and you have to refresh the page or go to the task option).

It would be ideal if they value integrating this improvement to gain minutes a week with this simple change, since a few clips are saved and the follow-up task remains completely complete in the registry.

Thank you so much