task column properties

SOLVE
jakers007
Member

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. 

1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

Q: Is it possible to change the properties that my team sees on the tasks comumns?

 

Short A: n/a

 

Longer A:

Yes, but your choices are limited to the properties presented in the list shown.

(see image)

hubspot-crm-tasks-view-default-columns.png

 

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post

15 Replies 15
MFrankJohnson
Solution
Thought Leader

Q: Is it possible to change the properties that my team sees on the tasks comumns?

 

Short A: n/a

 

Longer A:

Yes, but your choices are limited to the properties presented in the list shown.

(see image)

hubspot-crm-tasks-view-default-columns.png

 

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post

vincey74
Member

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. 

am_23
Participant

Very much agree with this. I want to have some indication of deal size linked with the tasks to be done

LeighAbbott
Participant

I definitely agree with the associated company being a must. Not sure why it's not there.

gelflex-cc
Recognized Expert

Hi Frank,

 

I can not see to find thie option highlighted.  How do I get there?

Thanks.

 

Chris

0 Upvotes
MFrankJohnson
Thought Leader

hubspot-tasks-columns-gif.gif

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

gelflex-cc
Recognized Expert

Thank you. This is exactly what I needed!

0 Upvotes
mtxone
Participant

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.

gelflex-cc
Recognized Expert

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.

0 Upvotes
vincey74
Member

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. 

mfrangi
Participant

I want both Contact AND Company and phone/email details and Last Activity Date. 

youngstr
Participant

When can we add an additional column like Company Name, not just the contact name?

gelflex-cc
Recognized Expert

@youngstr move the concept to the idea forum.

0 Upvotes
mamersfoort
Participant

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 ...

0 Upvotes
sharonlicari
Community Manager

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


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