In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show the status of a task.
el 05-16-201712:57 - fecha de última edición 07-31-201709:33 por roisinkirby
Hi,
In HubSpot CRM, task queue functionality is AWESOME. However, when the sales reps are going through the task queue - they need to be able to add more information/background about the contact/company by adding more columns in the task table.
Right now - it is locked, and we can only see a defined set of properties that are available in the "Actions, Edit columns" tab - however, the option shown there are quite underwhelming. We would like to be able to add lots of other columns under Tasks.
I use the Tasks page all day, every day. It would be more efficient & useful if you added the following:
1. More useful columns--add to Action to include additional columns from the account (Account name, State/Country, Time zone). I make global phone calls and, when I look at my task list, I can't tell at a glance if a contact is in the mid-west or the Middle East! A work around is to manually type it in the description, but that's a waste of time.
2. Reduce the width of columns so they take up less white space. I can't work on a small laptop with HS because of all the scrolling I have to do to see everything. At least offer the settings option to narrow the columns. Very poor design, IMHO.
3. Include Lead Source as part of the Action types so I can sort that way to prioritize daily calls.
Completely agree. I have tasks I categorize under the different aspects of my job. Don't really care about having a pipeline for them, just want to be able to put them in categorizes and move them to the top if they are the most urgent. Right now I do that on EXCEL. Would be a lot better to do it on HS.
Add DEAL, COMPANY as additional columns on the Task view - since the Task name and Contact name might not be enough to understand the context. This is a standard and well appreciated feature of Pipedrive, which our team just migrated from.
Totally agree. In my case I really need to see companies names in my task list... Currently i have no choice but to write each company's name in each contact's name to make it appear in my task list. This is pretty annoying and absurd ! Hope you'll be able to do something to fix this guys. Thanks in advance !!
Yes, I would like to be able to add/edit more colums too: I definitely need COMPANY as a column and preferably INDUSTRY as well, so that I can batch my calls per industry before I start. Sometimes COUNTRY and LANGUAGE would be useful for us international sales people as well.
But just the ability to ADD and EDIT columns at will would make the Tasks much much much more useful...!
Yes, I would like to be able to add/edit more colums too: I definitely need COMPANY as a column and preferably INDUSTRY as well, so that I can batch my calls per industry before I start. Sometimes COUNTRY and LANGUAGE would be useful for us international sales people as well.
But just the ability to ADD and EDIT columns at will would make the Tasks much much much more useful...!
Yes, I would like to be able to add/edit more colums too: I definitely need COMPANY as a column and preferably INDUSTRY as well, so that I can batch my calls per industry before I start. Sometimes COUNTRY and LANGUAGE would be useful for us international sales people as well.
But just the ability to ADD and EDIT columns at will would make the Tasks much much much more useful...!
Would be nice to be able to add company or contact fields as columns when I'm looking in a specific queue to help sort what order I want my tasks in.
Example: We have a time zone field on the company. If I was able to sort my tasks in a queue by time zone, I would be able to easily set up calling the ET first and PT last.
Sales Associates have different needs depending on their industry and type of sale they are working through. Right now Hubspot has only 6 task properties that are available in the Task Queue Columns and Task Overview. First, having the ability to offer more Columns will allow sorting of more specific items within a task. Secondly, offering a task overview (optimally a customizable one) with a wider view of the task will allow a quicker response to each task.
I highly recommend enabling additional Task Columns to be added with what works best with each Hubspot user, this will increase the productivity ofHubSpot Task product.
Its insane that you do not have the option of a telephone number on the task dashboard like Salesforce, Pipedive and others. The fact that you have to OPEN the task to get the number to dial is rediculous. There should be an option to add the number so you can dial right away and THEN open the task. As a quick fix and work around, I manually add the number in my task. Added wasted time, but at least its visually present in all my tasks.
This feature would be very useful as I would like to add more steps which match to our work flow. It would make it possible to manage tasks more accurately.
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