BETTER TASK FILTERS/CUSTOMIZATION

brittanyCP1

Tasks are wonderful. However, when you have hundreds of them, it is not easy to filter what you're looking for.

Hubspot needs to make this a priority if they care about making life easier.

Please, allow us to filter tasks by:
1) Lead Status and Lifecycle Stages, or really any contact properties we want
2) Allow us to create our own Priorities
3) Allow us to mass update priorities for tasks
4) Allow us to create lists of people and mass update tasks
5) Allow the ability to search tasks that do or do not belong to certain queues

6) Allow us to select ALL tasks when pushing into a Queue, instead of 100 at a time

 

I'm sure there are more functionalities I'm missing here and others can contribute, but the moral of the story is please give us more freedom and flexibility when organizing and managing tasks. Thank you!

8 Replies
cpsam
Participant

YES.  This is SO important & will make our tasks so much easier to handle.

amandacp
Member

Yes more organization please!

alguil
Participant

+1 on this idea : 

 

it would be so nice to be able to filter tasks by

- Hubspot user (so a manager can have a better overview of the upcoming tasks of his team)

- Hub properties (such as companies) and custom properties (such as the ID company)

 

Use case : being able to create a sequence of task for a specific company (a new client), and which you want to follow the task accomplishment

frescherer
Member

The ability to filter task without queues is a must for me.

currently my tasks without queues get lost in the crack and I have no way to point them out.

KarthikC
Top Contributor

It's absurd how limited the available columns are in the tasks page. Can't even show lifecycle stage!

netaffinitymaja
Participant

Would love to have an option to customize columns and filters by organization or contacts properties 

Juan_Monedero
Member

Definitely needed. 

dominik
Participant

I also would like to filter based on deal name.

 

so basically: show me all tasks associated with a specific deal name