HubSpot Ideas

lfuzo

Beta Task View

(1) As a manager, I need to see what each sales team member's task load is and how they manage it (e.g., overdue, queues being worked, etc.).  There is no filter for user in the  Today screen view.  I would like to see the summary view to see if I need to do a deep dive into the data.

 

(2) It would also be nice for a manager to be able to assign queues for users, especially for new sales staff still in training.

 

(3) Once you select a user, all filters should recognize that user when selecting a new filter.  The program changes to the default user when you select a new filter to view.  This is a time waste for managers.

 

(4) What happened to the ability to export tasks?