Task Sorting by Timezone Makes No Sense

Smart CRM & Sales Hub CRM
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1

So when sorting tasks by contact Timezone, you would assume that it will sort by the values which the time zone is, such as UTC - 07:00 and on… but - it’s being sorted by the internal field name, which is the actual name of the time zone.

So if you want your sales team to work on tasks in order, let’s say, calling the East Coast (EST) first and finishing up with the West Coast (PST), there is nothing you can do… Must create multiple views for each time zone.

This is such a simple fix…

2

@veeterzy this is an excellent idea, I suggest adding it to the Ideas Discussion so it reaches the Product Managers and can be upvoted by others in the community.

If you share the link back here, I’d be happy to upvote and help gain some traction with others.

3

Hi @Jnix284 - was this ever submitted as an idea I would love to upvote it. Really struggling with this issue and feel it could be a simple fix.

4

Hi @TMORGAN99 I’m sorry for the delayed reply, the notification was buried in my inbox while I was OOO.

I found this idea through a quick search that says it was delivered, but the last update from the product team was in 2020 about reviewing the time zone sort functionality.

From the knowledge base I was able to find this:

Yes, indirectly — by using the Contact time zone task property.

Here’s how to do it:

  1. Go to CRM > Tasks (or Sales > Sales Workspace > Tasks).
  2. At the top of the table, click Edit columns.
  3. Search for and add Contact time zone (this is a default task property that stores the associated contact’s time zone).
  4. Apply the change so the column shows in your task table.
  5. Use the table’s standard controls to sort and/or filter on Contact time zone, then save as a view if you want a reusable “by time zone” task view.

Notes:

  • The Contact time zone value is pulled from the associated contact’s time zone; if that’s blank, the task won’t have a time zone to sort on.

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What you can do right now without product changes

Because the Tasks / Sales Workspace already supports filtering and sorting on task properties, you can get close today by:

  • Adding Contact time zone as a column in the Tasks tab.
  • Creating saved views per region (e.g., “My ET tasks today”, “My CT tasks today”) using advanced filters on Contact time zone + due date, and then working them East → West manually.

I also checked if Breeze could help with this and thought these might be helpful insights to get started with some testing.

Conceptually Breeze could do this, but it’s not how tasks are ordered out-of-the-box today.

Why it’s feasible technically

  • Each task already has a Contact time zone property that’s tied to the associated contact’s time zone.
  • Breeze’s CRM toolset can read and work with CRM objects like tasks, including their properties, which is what it uses to answer “work my tasks”-style questions today.

So an agent/skill for Breeze could:

  1. Query your open tasks (e.g., due today, assigned to you).
  2. Read the Contact time zone on each task.
  3. Map those to regions (ET → CT → MT → PT, or other regional groupings).
  4. Return or step you through them in that custom order.

Breeze today can’t directly change the native sort order of the Tasks UI for you, but from a platform/agent point of view there’s nothing preventing a Breeze workflow that pulls tasks and walks you through “work my East Coast tasks first, then Central…” as a guided sequence.

5

I would love this feature to be cleaned up and have the data actually populate. None of the time zones seem to be populated and the dropdown options make no sense (there are way too many, we just need one for Eastern Time, one for Atlantic Time, one for Central Time, etc.)

6

@LVanderbroek I highly recommend adding this idea to here to share your feedback directly with the product team. If you share the link back in this thread, others who are interested in this functionality can upvote it and add their use cases to help strengthen the feedback to help the product team prioritize it.

7

Not sure if this ever became an idea but I have posted one here: https://community.hubspot.com/t5/HubSpot-Ideas/Contact-property-Timezone-Ordering-for-Tasks/idi-p/1253158