This makes so much sense and would help our team greatly!! I have a hard time understanding how task properties are not more customizable or simply just being able to import contact/company properties that are accessible anywhere else in the CRM.
We would like custom task properties (or even the ability to edit the current task properties, ex. more or different options in some of the drop downs) to use for project management.
We created an internal HubSpot Operations ticket pipeline in Service Hub. I love how we can associate tasks to the ticket, using tickets allows us to get around some of the task limitations and each ticket is used as a 'project' with the tasks associated as the steps to complete the project. (We pin one note for Planning the project at the top of each ticket). But it's difficult to create comprehensive reports because of the limited property fields in Tasks.
I just reached out to support to see if this was possible.
I'd love to be able to differentiate between tasks and a custom field that can be added to the task would be the most flexible way to achieve that (realising that every customer's context will be different).
This is much needed for us to have an functioning integration for tasks with Salesforce. It's just unthinkable that Hubspot doesn't allow to change these kind of field properties.
the fact that we cannot customize the way we want to see our task list is extremely disappointing. I was working with a much worse CRM before and that was standard on it.
In addition, it would be beneficial to at least have the option of displaying the latest object links of tasks in the columns (e.g. as a task linked to services, offers or meetings). At the moment, it is only possible to display the connections of deals, tickets, companies or contacts.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
