Hi everyone! My name is Hallie, and I'm an APM on the CXM team. I'm happy to share that creating custom task properties (as well as other engagement properties) is currently being reviewed by our product teams. There is not an ETA yet for when this will be available, but our teams are looking into this more this year. As soon as ny updates are available, I'll follow up here! 🙂
+1 to this. We use the Task functionality very intensively to automate outreach from our Account Management team when things are going awry with a customer from a data perspective & for ALL of our Marketing leads.
The workflows work great for setting up tasks to be reported on based on the title (we just use some pretty standard "A-Lead", "B-Lead", "NPS Follow-up", etc. for those. However, there are so many additional benefits added to having a customized outcome on these (i.e. "Junk Lead", "Converted", "No response", "Data error"). It would be awesome if we could start to customize these similar to how we can on calls & meetings!
We currently have a task called "email bounced-find new email for contact". Sometimes the sales rep will update the email, sometimes they will find a new contact and other times they will do nothing because we already have other contacts for that company. It would be nice to be able to create custom fields in the task, to select an outcome or what they ended up doing, so I can trigger workflows based on that, instead of having to read the notes for each one.
Customization of tasks is very neccessary. Please work on adding this feature
Our organization would like to add more task types/customize them. Our original CRM had a lot more categories to choose from, so we were hoping to add more options here as well, as it makes our tasks a lot more detailed and precise.
Our company would like to be able to add additional custom task types so we can categorise our to-do lists. Then we would be able to filter our tasks by those categories which would make them easier to manage.
+1, I'm working on inbound and outbound. Both have a different approach. My inbound and outbound tasks are all on the same list and want to start using queues.
It would be really helpful if we can filter on tasks and original source of contact.
This is an essential element for one of my client who needs to be able to prioritse/sort their task lists based on metrics other than those currently available.
I'd like to add "Time Zone" so the reps can prioritize which calls to make first since we're based on the West Coast. Please add customer fields for tasks
