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!
Thank you for highlighting this. I would also like to your list of suggestion to include a filter based on Region.
Adding this would help filter out the tasks that can be executed as the day progresses based on timezones. This would be beneficial to those who are reaching out international clients.
We also desperately need better task filters. We would like to be able to filter and group tasks by things like Time Zone, State, or other various contact, company, deal or ticket properties (based on association). The inability to easily do this is causing our team so much time and frustration.
My need today is really simple... to find all of the open tasks for a certain state, but location is not available under Tasks. I can filter for state under Companies, but can't see which of those have a task. So I had to click through all 120 entities for the state filtered just to find the 13 that have tasks. Almost two hours of work that a filter could solve in two seconds.
I would like to see company names added to task list. I am reaching out to lots of companies with sequences and it is easier to sort them by company, which sorts them by time zone most of the time. It's werid you can add their email, phone number to the columns but NOT what company they work for. It is also counter intuitive that in the "column edit" section you have two places where you can add companies but once added it does not populate.
