Customize the Tasks Columns

tscott

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.

55 Replies
OutdoorGuy
Member

I can't seem to add "COMPANY" to my task view.  When dealing with hundreds of follow ups to existing clients, sometimes the name just isn't enough...

ecohen
Member

Please do this. The task list needs to allow the ability to use data from all fields, including custom fields. This would actually make the task list useful and efficient.

Colorscene
Participant

This simple feature request has just passed it's 2 year anniversary. I added a variation request 5 months ago. What does it take to get product management and development to pay attention. When feature implementaion is this slow, at some point patience runs thin. Progress status from a hub spot representative would be useful. Tim

shatton
Participant

Dear Hubspot, please implement this. We have workflows that create tasks for specific people and some of those tasks require that specific person coordinating with the contact owner. Or sometimes they need to create a list based on contact owner ... or company ... or geography. We would LOVE to be able to utilize other columns availble from the contact. Please work on this. Thanks!

bgalvin
Member

Agreed, I believe that adding more column properties, like Contact Owner, PC User Count, # of Employees, etc. would make Hubspot Task Queues that more powerful of a tool.

samellis
Member

The option to be able to edit/add task columns would be so useful. Current defualt columns are good but very generic and we inparticular would like the option to add further info. 

Michael_1
Member

Come on Hubspot, it can't be that hard to fix this. Asking people to click into each and every person is ridiculous. 

DevanduToit
Member

We'd also like the flexibility to configure the columns - our directors have just requested it. 

They want to be able to park tasks under a discuss in meeting column. 

They want to use the waiting column for 'on customer'

and in progress for 'they can do something about it'

Then a parked for meeting column 'for parking things until they can be discussed. 

They are going to use the waiting column for now. 

Status updated to: Being Reviewed
sjudson
HubSpot Product Team

Hi HubSpot Community,

 

Thanks for some of the great suggestions for additional columns in Tasks. We're evaluating what some of the most common column types that could be added to the tasks table and will plan to update here if this is something we plan to add to the product. 

 

Thank you,
Scott

erica11
Top Contributor

Agree we would like to see the company name and contact name in the task view. We would also like to be able to customise the task status like you can do for deal or ticket pipelines.

pabloros
Member

Hi, I asked the help center if it was possible to add a column in the pending tasks section with a property related not to tasks but to "Contacts". They redirected me to the thread.

The idea would be to show the pending tasks including a column with the "Anual Income" property of the company so that you could order the tasks from  high to low company´s income to prioritize the tasks with those companies with high incomes.

Regards

DRowland
Member

Being able to add State/Region as a column would be tremendously helpful to help our sales team identify the right people to call at the right time straight from their task dashboard. 

MarkDreiband
Member

I'd like to be able to put State as a column in the tasks view.  I'd like to see my tasks / associated company or contact by states so that I can target a state for outreach or call in different time zones when appropriate.  Can you please make this happen?  🙂

PerRaknes
Participant | Elite Partner

Hi,

 

We would like the Possibility to have a column showing City in the Tasks list (when the task is assosiated with a Company)

 

BR

Per Raknes

SFlynninDenver
Member

Hello.  🙂  The task list is not very effective as it is today.  We need the abiltiy to sort on Company Name so all tasks associated with a Company could be completed at one time.  In addition, we would like to be albe to sort on Company Time zone so you could prioritize calls and "follow the sun."